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1 N. 1St Street Suite 525, Phoenix, AZ 85004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-10 |
| AZ | RA | APPROVED | 2017-05-23 |
Branch Locations
1 N. 1St Street Suite 525, Phoenix, AZ 85004 • 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 |
|---|---|---|---|---|
| Penniall & Associates, Inc. | Pasadena | CA | 08/2010 | 04/2017 |
| Athlete Ceo Consulting, Llc | Phoenix | AZ | 04/2010 | Present |
| Awm Capital Llc | Phoenix | AZ | 03/2017 | Present |
| Awm Capital Llc | Phoenix | AZ | 03/2017 | Present |
| Averill Ventures Llc | Phoenix | AZ | 01/2021 | Present |
| Awm Ventures | Phoenix | AZ | 08/2018 | Present |
1) ATHLETE CEO CONSULTING, LLC - CONSULTANT / 50% OWNER - MARKETING AND BUSINESS CONSULTING - PHOENIX, AZ - SINCE 4/2010. 2) Erik Averill is a licensed insurance agent appointed by various insurance companies. As a licensed insurance agent, Erik may offer investment advisory clients the option to purchase insurance products. If a client purchases insurance products through Erik, he will receive commission and related compensation such as insurance trail fees resulting from the sale. Receipt of commissions and sales-based compensation creates a conflict of interest because it gives Mr. Averill an incentive to recommend investment products based on the compensation received rather than on the client's needs. Clients are under no obligation to purchase recommended insurance products through Erik Averill. 3) Averill Ventures LLC, Investment Related, 8117 S Los Feliz Dr., Phoenix, AZ 85004, LLC to invest in funds, Member, Member, 1/2021, 1 hour per month, 0 hours per month, Reviewing Funds & investing as opportunities arise 4) Athlete CEO Consulting, Not Investment Related, 4400 N Scottsdale Rd. #9501, Scottsdale, AZ 85251, Marketing & Business Consulting, Member, Member, 4/2010, 1 hour per month, 0 hours per month, Owner/Consultant 5) AWM Ventures LLC, Investment Related, 1 N 1st St Floor 7, Phoenix, AZ 85004, Venture Capital Investing, 1/2018, 2 hours per month, 2 hours per month, Owner 6) Erik Averill is a Deacon at Redemption Tempe Church. Erik spends approximately eight hours per month serving in multiple volunteer opportunities in the greater Phoenix area. 7) Erik Averill is a Board Member of Missional Training Center Seminary in Phoenix, AZ. Erik Spends approximately two hours per month serving in this capacity. 8) Erik Averill is the Manager of deRanch, LLC, which is a real estate holding company. Erik spends approximately one hour per month serving in this capacity. 9) Erik Averill is the Manager of 160 Cooper Lane, LLC, which is a real estate holding company. Erik spends approximately one hour per month serving in this capacity. 10) Erik Averill is the Manager of BB11 Business, LLC, which is a real estate holding company. Erik spends approximately one hour per month serving in this capacity. 11) Erik Averill is the Manager of DBMB Kingdom Home, LLC, a real estate holding company. Erik spends approximately one hour per month serving in this capacity. 12) Erik Averill is the Manager of KingdomFL, LLC, which is a real estate holding company. Erik spends approximately one hour per month serving in this capacity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-19 |
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