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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
2040 W. Whispering Wind Dr Suite 149, Phoenix, AZ 85085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Sun City West | AZ | 03/2015 | 10/2019 |
| 1St Global Advisors, Inc. | Sun City West | AZ | 03/2015 | 10/2019 |
| Avantax Insurance Services, Inc. | Phoenix | AZ | 03/2015 | 09/2025 |
| Pittman Wealth Management, Llc | Phoenix | AZ | 06/2015 | Present |
| Avantax Advisory Services | Phoenix | AZ | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Phoenix | AZ | 10/2019 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Phoenix | AZ | 02/2014 | 09/2025 |
| Cetera Wealth Services, Llc | Phoenix | AZ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) INTENTIONAL WEALTH SOLUTIONS LLC POSITION: Financial Advisor NATURE: Work with advisors and clients regarding solutions and service INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2019 ADDRESS: 2040 W Whispering Wind Drive, STE 149, Phoenix AZ 85085, United States DESCRIPTION: Financial Advisor 2)Pittman Davey Wealth Management Group, LLC; Member; Name change to existing entity, Pittman Wealth Management LLC; NIR; 160; 01/01/2017; Ste 104 Phoenix AZ 85020; Financial Advisor 3)Pittman Davey Wealth Management Group, LLC (1); Member; work with advisors and clients regarding solutions and service; IR; 8; 01/01/2017; 7250 N. 16th Street, Suite 104 Phoenix AZ 85020; Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-21 |
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