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Scott Kenneth Traasdahl

Smartt Wealth Solutions, LLC

Gilbert, AZ

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Current Employers
Smartt Wealth Solutions, Llc

1166 E Warner Road Suite 101, Gilbert, AZ 85296 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2020-06-29
UT RA APPROVED 2020-06-25
  • AZ RA
    APPROVED
    Since 2020-06-29
  • UT RA
    APPROVED
    Since 2020-06-25

Branch Locations

1166 E Warner Road Suite 101, Gilbert, AZ 85296 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elevate Cpa Advisory Plc Mesa AZ 11/2002 Present
Smartt Wealth Solutions, Llc Gilbert AZ 06/2020 Present
Previous Registrations
  • 2004-07-23 → 2008-04-03
    Osaic Fa, Inc.
    Canonsburg, PA
    Mesa, AZ
    Scottsdale, AZ
    Mesa, AZ
    Scottsdale, AZ
    Mesa, AZ
    Mesa, AZ
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-29
S66 Uniform Combined State Law Examination 2004-07-19
  • S65 Uniform Investment Adviser Law Examination
    2020-05-29
  • S66 Uniform Combined State Law Examination
    2004-07-19

View on SEC IAPD

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