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4835 East Cactus Road Suite 255, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-11 |
| NV | RA | APPROVED | 2026-06-11 |
| TX | RA | APPROVED | 2026-06-09 |
Branch Locations
4835 East Cactus Road Suite 255, Scottsdale, AZ 85254 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2001 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2009 | 06/2026 |
| 345 Investment Advisory, Llc | Scottsdale | AZ | 06/2026 | Present |
| Equitable Advisors, Llc | New York | NY | 05/2001 | 06/2026 |
| Centaurus Financial, Inc. | Anaheim | CA | 06/2026 | Present |
1. 345 Wealth Management, LLC; Investment-related; 4835 E. Cactus Road, Suite 255, Scottsdale, AZ 85254; Owner/Partner; Approximately 120 hours/month will all hours during securities trading hours. 2. POA/trustee for immediate family members (parents); 0 hours/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-22 |
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