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15331 W Bell Road Suite 312, Surprise, AZ 85374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2004-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Net Worth Solutions Llc | Scottsdale | AZ | 01/2004 | Present |
| Etaxpro Llc | Phoenix | AZ | 12/2013 | Present |
Name of other business: eTaxPro LLC (non-investment related) Address: 1821 W Bramble Berry Lane, Phoenix AZ 85085 Nature of business: Individual tax preparation and consulting Position/title: Registered Tax Professional Start date: December 2013 Hours devoted: Average of 25 hours/month; half during trading hours, half outside.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-22 |
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