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Current Employers
Next Up Wealth Advisors, Llc

9375 E Shea Blvd. Suite 100, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-05-15
  • VA RA
    APPROVED
    Since 2026-05-15

Branch Locations

King George, VA • United States

9375 E Shea Blvd. Suite 100, Scottsdale, AZ 85260 • United States

Brightscape Investment Centers

9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2007-11-29
  • MD RA
    APPROVED
    Since 2007-11-29

Branch Locations

King George, VA • 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
Brightscape Investment Centers Miami FL 01/2007 Present
Tmb, Inc. Washington DC 08/2010 10/2021
Next Up Wealth Advisors, Llc Scottsdale AZ 05/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-27
  • S65 Uniform Investment Adviser Law Examination
    2006-12-27
Designations

View on SEC IAPD

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