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1166 E Warner Road Suite 101, Gilbert, AZ 85296 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-06-29 |
| UT | RA | APPROVED | 2020-06-25 |
Branch Locations
1166 E Warner Road Suite 101, Gilbert, AZ 85296 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Cpa Advisory Plc | Mesa | AZ | 11/2002 | Present |
| Smartt Wealth Solutions, Llc | Gilbert | AZ | 06/2020 | Present |
ELEVATE CPA ADVISORY PLC; NON INVESTMENT; MESA, AZ; CPA PRACTICE/OWNER/PARTNER; 11/2002;160 HRS/MONTH-80 HRS DURING TRADING HRS-FIRM MGMT & TAX/ACCTG SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-29 |
| S66 | Uniform Combined State Law Examination | 2004-07-19 |
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