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14155 N. 83 Ave #144, Peoria, AZ 85381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-18 |
Branch Locations
Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Trust | Tempe | AZ | 06/2015 | 07/2022 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 07/2022 | 06/2023 |
| Wt Wealth Management, Llc | Scottsdale | AZ | 06/2023 | 07/2025 |
| Wealth X Advisors | Scottsdale | AZ | 06/2025 | 07/2026 |
| Kingdom Financial Group, Llc | Peoria | AZ | 08/2026 | Present |
| Fullerton Financial Planning | Peoria | AZ | 08/2026 | Present |
1) Optio Oracle Nodes. Ambassador. Non-investment related. Offers blockchain technology, hardware, and software. 2) Sandjos LLC. Sales Consultant. Non-investment related. Junk removal business. 17853 Santiago Boulevard, Ste. 107-326, Villa Park, CA 92861. Start date: August 2023. 10-20hrs per month. ~2 hours per week are during securities trading hours. Selling junk removal services to businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-02 |
| S66 | Uniform Combined State Law Examination | 2003-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
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