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4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-03 |
Branch Locations
4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States
1757 E Baseline Road Suite 137, Gilbert, AZ 85233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fly High, Llc | Gilbert | AZ | 04/2012 | Present |
| Newmark Capital Management, Llc | Tempe | AZ | 10/2013 | 04/2024 |
| Newmark Capital Management, Llc. | Tempe | AZ | 11/2013 | 12/2020 |
| Fly High, Llc. | Gilbert | AZ | 04/2008 | Present |
| Seros Financial Llc | Gilbert | AZ | 01/2021 | 04/2024 |
| Go Wealth Management | Eugene | OR | 04/2024 | Present |
1) 12/2023: INSURANCE AGENT. LIFE AND HEALTH INSURANCE PRODUCTS. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 10% EACH MONTH. 2) 2003: MANAGING MEMBER OF FLY HIGH, LLC. PROVIDES CONSULTING AND ADMINISTRATIVE SERVICES TO OTHER BUSINESS ENTITIES. THIS IS NOT INVESTMENT RELATED. TIME SPENT = 20 HOURS PER MONTH. 3) MANAGING MEMBER OF BRYCE FAMILY HOLDINGS, LLC, A FAMILY LLC, WHICH HOLDS CERTAIN REAL ESTATE PROPERTIES FOR ESTATE PLANNING PURPOSES, AND WHOSE PRIMARY WORK IS TO ISOLATE COMPANY LIABILITY FROM PERSONAL LIABILITY AND PASS SHARES OF THE LLC TO HEIRS. THIS IS NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-28 |
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