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Cortney Ryan Giles

Archstone Wealth Advisors, LLC

Chandler, AZ

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Current Employers
Archstone Wealth Advisors, Llc

2390 N Alma School Rd. Suite 115, Chandler, AZ 85224 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2019-10-02
  • AZ RA
    APPROVED
    Since 2019-10-02

Branch Locations

2390 N Alma School Rd. Suite 115, Chandler, AZ 85224 • 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
Mmwkm Advisors, Llc Plano TX 09/2014 07/2019
Archstone Wealth Advisors Columbia MO 08/2019 Present
  • 09/2014 → 07/2019
    Mmwkm Advisors, Llc
    Plano, TX
  • 08/2019 → Present
    Archstone Wealth Advisors
    Columbia, MO
Previous Registrations
  • 2014-09-26 → 2019-08-13
    Retirement Planners Of America
    Scottsdale, AZ
    Plano, TX
    Peoria, AZ
    Chandler, AZ
    Chandler, AZ
  • 2014-03-26 → 2014-10-03
    Pivot Financial, Llc
    Chandler, AZ
  • 2013-06-21 → 2014-04-17
    Index Strategy Advisors Inc.
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-04
S63 Uniform Securities Agent State Law Examination 2004-11-16
  • S65 Uniform Investment Adviser Law Examination
    2013-06-04
  • S63 Uniform Securities Agent State Law Examination
    2004-11-16
Designations
Other Names
  • Cort Ryan Giles

View on SEC IAPD

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Other Investors

Aaron D Hyde
Kelly A Luft
ADRIENNE TERENA BORCHERS
Eric Sitton
SAMUEL J SMITH
RENEE JEAN HRUSKA
ANDREA MICHELLE MCLELLAND
Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

More in Chandler, AZ

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