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5050 North 40Th Street Ste 140, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED_RES | 2025-01-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Next Financial Group Inc | Houston | TX | 05/2013 | Present |
| Westmark Wealth Management | Phoenix | AZ | 06/2013 | Present |
1) WESTMARK WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5050 N 40TH ST, STE 140, PHOENIX, AZ 85018; ARIZONA LICENSED INSURANCE AGENCY; INSURANCE PRODUCER; 06/2013; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCER SELLING VARIOUS INSURANCE PRODUCTS. 2) EXECUTIVE COUNCIL CHARITIES; NON-INVESTMENT RELATED; 4114 E. INDIAN SCHOOL ROAD, PHOENIX, AZ 85018; NON-PROFIT ORGANIZATION; EXECUTIVE BOARD MEMBER; APPROX. 5 HOURS PER MONTH DURING NON-TRADING HOURS; CHAIRMAN OF THE BOARD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-11 |
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