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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-26 |
| AZ | RA | APPROVED | 2026-01-12 |
| CA | RA | APPROVED | 2025-12-04 |
Branch Locations
3707 E. Southern Ave. Suite 2049, Mesa, AZ 85206 • United States
620 South 400 East, St. George, UT 84770 • 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 |
|---|---|---|---|---|
| Wfg | Mesa | AZ | 08/2007 | 12/2025 |
| Rental Property | Mesa | AZ | 01/2005 | 03/2018 |
| Bni | Scottsdale | AZ | 02/2011 | 01/2024 |
| Mesa Chamber Of Commerce | Mesa | AZ | 01/2010 | 10/2020 |
| Rotary International | Mesa | AZ | 07/2011 | 11/2020 |
| Transamerica Financial Advisors, Inc | Mesa | AZ | 01/2012 | 12/2021 |
| Jlw And Assocaites, Llc | Mesa | AZ | 11/2012 | Present |
| Mesa United Way | Mesa | AZ | 08/2015 | 10/2020 |
| Jax Pro Services Ltd | Mesa | AZ | 04/2018 | Present |
| Revolt Healthcare Alliance | Frisco | TX | 06/2020 | 12/2025 |
| Scf Securities, Inc | Fresno | CA | 12/2021 | 10/2024 |
| Scf Investment Advisors, Inc | Fresno | CA | 12/2021 | 10/2024 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 09/2024 | 12/2025 |
| Budget Brothers Dba Jax Pro Pest | Mesa | AZ | 06/2024 | 11/2024 |
| Your Ia Llc | Mesa | AZ | 12/2025 | Present |
| Courage Under Cancer | Apache Junction | AZ | 07/2025 | Present |
| Common Sense Financial | Mesa | AZ | 12/2025 | Present |
JLW and Associates, LLC | Investment Related | 9580 E Hansen Way, Gold Canyon, AZ 85118 | Insurance | Agent | Owner | November 2017 | 5 hours per month | 1 hour devoted during trading hours | Pass through entity. Jax Pro Services Ltd | Not Investment Related | 1858 E. Gary St, Mesa, AZ 85203 | Administrative management | Owner | April 2018 | 10 hours per month | 1 hour devoted during trading hours | Provide guidance from a business perspective. Help with administrative tasks as needed. Courage Under Cancer | Not Investment Related | PO Box 3593, Apache Junction, AZ 85117 | Non-Profit | Board President & Volunteer | July 2025 | 5 hours devoted each month | 1 hour devoted during trading hours | Run board meetings, organize fund raising, stay compliant with the established by-laws. Common Sense Financial | Investment Related | 315 S 500 E Suite 202., American Fork, UT 84003 | Insurance sales | Insurance Agent | 1099 Agent | December 2025 | 30 hours per week | 20 hours during trading hours | Marketing Life Insurance and Fixed Indexed Annuities to Clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-28 |
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