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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-01-04 |
| AZ | RA | APPROVED | 2023-01-03 |
| TX | RA | APPROVED_RES | 2023-01-03 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
Tucson, AZ • 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 |
|---|---|---|---|---|
| Sommers Financial Management | Tucson | AZ | 06/2002 | Present |
| The Naked Alpha Fund | St. Helens | OR | 09/2018 | 09/2021 |
| Ayntegrity Llc | Tucson | AZ | 01/2019 | 03/2022 |
| Wealthcare Advisory Partners, Llc | Tucson | AZ | 12/2022 | Present |
| Sasom Holdings Llc | Tucson | AZ | 01/2018 | Present |
| Skyline Bel Air Estates Home Owners Association | Tucson | AZ | 01/2020 | Present |
1.) Sasom Holdings LLC.; Not Investment Related; Located at: 6202 N Camino Almonte, , Tucson, AZ. 85718; Real Estate Holding Company; Owner; Starting 1/2018; Approximately 8 hrs/month. Assist with managing maintenance and rental activity. 2.) Skyline Bel Air Estates Homeowner's Association Board of Directors; Not Investment Related; Located at: 6100 N Camino Almonte, Tucson, AZ. 85718; Homeowner's association; Board Member; Starting 01/2020; Approximately 4 hrs/month; Duties: Treasurer and Director. 3.) On a transitional basis, Mr. Sommers will be dually-registered as an Investment Advisor Representative with Sommers Financial Management LLC and as an Investment Advisor Representative with Wealthcare Advisory Partners, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-09 |
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