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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-06-27 |
Branch Locations
Scottsdale, AZ • United States
South Jordan, UT • 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 |
|---|---|---|---|---|
| World Financial Group | South Jordan | UT | 03/2013 | 04/2020 |
| Transamerica Financial Advisors, Inc | South Jordan | UT | 07/2013 | 04/2023 |
| Finch.COm | Draper | UT | 01/2014 | 02/2020 |
| Stronghold Capital Partners | Scottsdale | AZ | 06/2024 | Present |
| Stronghold Wealth Partners | Scottsdale | AZ | 04/2023 | Present |
| Grow Enrollments | New York | NY | 02/2020 | 05/2025 |
| Hedgehog Investments | South Jordan | UT | 07/2024 | 06/2025 |
Mr. Prazen has the following Other Business Activities, (OBA). Insurance Agent through Stronghold Wealth Partners. In this role Mr. Prazen transacts in insurance-related products. He spends approximately 20 hours a month in this activity during market and non-market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-09 |
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