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8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-10-24 |
| OH | RA | APPROVED | 2018-09-14 |
Branch Locations
8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2010 | 11/2017 |
| Juncture Wealth Strategies | Scottsdale | AZ | 11/2010 | Present |
| Heritage Wealth Management, Llc | Phoenix | AZ | 04/2017 | 03/2018 |
Geronimo, LLC, Geronimo Golf Club, and Geronimo Swim Club, LLC; not investment-related; 1511 George Rd NE, Lancaster, OH 43130; public golf course and restaurant with swimming facilities; Managing Member; August 2021; 160 hours/month; 10 hours/wk during trading hours; Duties include running an established family business with responsibilities in hiring personnel, payroll, marketing, capital improvements, and financial reporting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-04 |
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