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1 N. 1St Street Suite 525, Phoenix, AZ 85004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-08 |
| CA | RA | APPROVED | 2019-04-12 |
Branch Locations
612 S Broadway Floor 4, Los Angeles, CA 90014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waypoint Wealth Partners | San Francisco | CA | 09/2013 | 11/2016 |
| Penniall & Associates | Pasadena | CA | 01/2019 | 12/2021 |
| Awm Capital | Phoenix | AZ | 01/2019 | Present |
| Retirement Wellness Group | Newport Beach | CA | 01/2019 | 12/2021 |
| Phc Inc. | Pasadena | CA | 11/2016 | Present |
| Addwealth Advisors, Llc | Pasadena | CA | 01/2020 | 02/2021 |
| Bridge Advisory Llc | Pasadena | CA | 11/2016 | Present |
| Awm Ventures Llc | Phoenix | AZ | 01/2022 | Present |
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 AWM Capital has a contractual agreement with Bridge Advisory LLC, formerly PHC Inc. In this arrangement, a portion of Justin's monthly hours are dedicated to investment-related business for Bridge Advisory/PHC. AWM charges Bridge a monthly fee for these hours. Justin does not work additional hours for Bridge/PHC and does not receive additional compensation for his work for Bridge/PHC as a portion of his regular work hours are dedicated to fulfilling this agreement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-28 |
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