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10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-02-12 |
Branch Locations
18001 N 79Th Ave #A15, Glendale, AZ 85308 • United States
10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Insight Folios | Glendale | AZ | 01/2020 | Present |
| Elliott Financial | Glendale | AZ | 11/2019 | 07/2022 |
| Jp Morgan Securities Llc | Phoenix | AZ | 08/1992 | 03/2019 |
| Unemployed | Phoenix | AZ | 03/2019 | 11/2019 |
| Kaizen Wealth Management | Glendale | AZ | 07/2022 | Present |
Kaizen Wealth Management - Investment related - 18001 N. 79th Ave, #A15, Glendale, AZ 85308 - insurance sales - Insurance Producer since 07/2022 - 15 hours per week in the activity of soliciting and selling insurance products. This activity consumes approximately 8 hours per week during trading hours. Clients are under no obligation to purchase insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-27 |
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