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8350 E. Raintree Drive, Suite 215, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-28 |
| FL | RA | APPROVED | 2023-02-16 |
| VA | RA | APPROVED | 2022-08-29 |
| TX | RA | APPROVED_RES | 2022-04-11 |
| KY | RA | APPROVED | 2021-11-30 |
| NC | RA | APPROVED | 2021-10-07 |
| AZ | RA | APPROVED | 2021-10-06 |
Branch Locations
8350 E. Raintree Drive, Suite 215, Scottsdale, AZ 85260 • United States
129 Moore Ave, Mount Airy, NC 27030 • United States
112 Mill Street, Greenville, KY 42345 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southport Capital | Chattanooga | TN | 08/2021 | 12/2021 |
| Maricopa County Sheriff's Office | Maricopa | AZ | 09/2014 | 08/2021 |
| Self Employed | Scottsdale | AZ | 04/2015 | 08/2021 |
| Almega Wealth Management | Scottsdale | AZ | 09/2021 | Present |
Owner and Managing Member of the record label Zezz Music Limited, LLC. which produces sleep music for children with ADHD under the ADHD Lullaby brand. Zezz Music Ltd. is located at [REDACTED], Scottsdale, AZ 85255. Approximately 4-8 hours a month spent on this business not during trading hours. Business activities include recording music, marketing, and music distribution. Not investment related. President of Wisda Family Management Inc., not investment related, 1-2 hours per month not during trading hours. Business activities include managing family assets. Trustee of the Bryan & Sarah Wisda Family Trust, not investment related, 1 hour per month not during trading hours. Regional Board Member for National Association of Personal Financial Advisors, not investment related, 2-3 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-07 |
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