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3181 Clearwater Dr Suite A, Prescott, AZ 86305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-03 |
| AZ | RA | APPROVED | 2015-02-11 |
Branch Locations
3181 Clearwater Dr Suite A, Prescott, AZ 86305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Center Street Securities | Nashville | TN | 06/2010 | 12/2023 |
| Wright Wealth Management | Prescott | AZ | 06/2002 | Present |
| Various Insurance Companies | Prescott | AZ | 11/1999 | Present |
| Realta Equities, Inc. | Wilmington | DE | 12/2023 | Present |
(1) FIXED INSURANCE AGENT, SINCE 11/1999, PRESCOTT, AZ, FIXED INSURANCE SALES, WWW.WRIGHTWEALTHMANAGEMENT.COM; DIRECT COMMISSIONS FROM INSURANCE CARRIERS; APPROXIMATELY 5 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) C.W. WRIGHT FINANCIAL GROUP, REGISTERED BUSINESS NAME WITH STATE USING DBA OF WRIGHT WEALTH MANAGEMENT, START 09/06/06, 3181 CLEARWATER DR, STE A, PRESCOTT AZ 86305, WWW.WRIGHTWEALTHMANAGEMENT.COM, DBA NAME FOR FINANCIAL SERVICES (LICENSED AS AN INVESTMENT ADVISER SINCE 1/31/2011), PRESIDENT, FEE BASED COMPENSATION, 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (3) LONGRANGE OUTDOORS LLC, PRESCOTT, AZ, START 03/31/2011, SOLE MEMBER, PROVIDE OUTDOOR EDUCATION TO FAMILY, FRIENDS AND YOUTH GROUPS, NON-INVESTMENT RELATED, LESS THAN 10 HOURS PER MONTH DURING NON-TRADING HOURS. (4) MALAPAI HOMES AND DEVELOPMENT LLC, PRESCOTT, AZ, START 3/8/2004, OWNER OF BUILDING, USE OF LLC TO HOLD COMMERCIAL BUILDING, LESS THAN ONE HOUR PER WEEK DURING NORMAL TRADING HOURS. (5) STANLEY PROPERTIES LLC, NOT INVESTMENT RELATED, PRESCOTT, AZ, START 3/4/2005, REAL ESTATE INVESTMENTS, LESS THAN ONE HOUR PER MONTH-DURING NON-TRADING HOURS (6) ALTURAS, LLC; START: 12/2023; NOT INVESTMENT RELATED; 3181 CLEARWATER DR STE A PRESCOTT, AZ 86305; FUTURE RENTAL PROPERTIES AND RENTAL VEHICLE ACTIVITY; NO COMPENSATION; 2 HOURS PER MONTH DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-01 |
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