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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-12-07 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • 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 |
|---|---|---|---|---|
| Bauer Captain & Johnson, Inc. | Scottsdale | AZ | 09/2005 | 06/2017 |
| Levin Funding Group | Tucson | AZ | 08/2015 | 01/2019 |
| Paradigm Stratagem D/B/A Jw Risk Management | Scottsdale | AZ | 07/2015 | 12/2018 |
| Heritage Wealth Management, Llc | Phoenix | AZ | 07/2016 | 11/2022 |
| Trek Financial, Llc | Scottsdale | AZ | 11/2022 | Present |
Licensed insurance agent; investment related; independent agent; 10 hours per month during business hours; sales of fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-30 |
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