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8605 E. Raintree Dr Ste. 240, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-27 |
Branch Locations
8605 E. Raintree Dr Ste. 240, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ironwood Investment Counsel, Llc | Scottsdale | AZ | 10/2011 | 12/2020 |
| Clarkston Capital Partners, Llc | Scottsdale | AZ | 01/2021 | 06/2025 |
| Arq Wealth Advisors, Llc | Scottsdale | AZ | 06/2025 | Present |
1) MANAGING MEMBER AND 40% OWNER OF FUN TIMES AZ LLC; OWNERSHIP OF HOUSEBOAT LOCATED IN BARTLETT LAKE MARINA - CAREFREE, AZ (<5 HOURS/MONTH OUTSIDE OF NORMAL BUSINESS HOURS, SINCE 5/2016). NOT INVESTMENT-RELATED. 2) Member OF CENTRAL ARIZONA ESTATE PLANNING COUNSEL (CAEPC); ESTATE PLANNING PROFESSIONAL DEVELOPMENT - SCOTTSDALE, AZ (ABOUT 3 HOURS/MONTH DURING NORMAL BUSINESS HOURS, SINCE 6/2016). INVESTMENT-RELATED. 3) DIRECTOR OF PHOENIX CFA SOCIETY; PROFESSIONAL AND SOCIETY DEVELOPMENT - PHOENIX, AZ (ABOUT 2 HOURS/MONTH DURING NORMAL BUSINESS HOURS, SINCE 6/2015). INVESTMENT-RELATED. 4) WILLIAM D. LEE, LICENSED LIFE AND HEALTH INSURANCE AGENT; PERSONAL BUSINESS PROVIDING COUNSEL TO FORMER INSURANCE CLIENTS REGARDING PREVIOUSLY SOLD POLICIES - PHOENIX, AZ (<5 HOURS/MONTH DURING NORMAL BUSINESS HOURS, SINCE 2011). INVESTMENT-RELATED. 5) Member of 830 Ocotillo LLC; Rental real estate holding company - Phoenix, AZ (<2 hours/month during normal business hours, since 07/2024). Not Investment-related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-06 |
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