Inactive

Jerad Sorgenfrei

Primus Wealth Advisors LLC

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Current Employers

Primus Wealth Advisors Llc

York, NE • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2018-08-10

NE RA
APPROVED

Since 2018-08-10

Branch Locations

York, NE • 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

Organization	City	State	From	To
Bedrock Investment Advisors	Scottsdale	AZ	06/2015	08/2018
Primus Wealth Advisors Llc	York	NE	08/2018	Present

06/2015 → 08/2018

Bedrock Investment Advisors

Scottsdale, AZ
08/2018 → Present

Primus Wealth Advisors Llc

York, NE

Previous Registrations

2015-06-25 → 2018-08-08

Bedrock Investment Advisors

Scottsdale, AZ

York, NE
2009-08-05 → 2015-07-22

Transamerica Financial Advisors, Llc

Scottsdale, AZ

St. Petersburg, FL

Scottsdale, AZ

American Fork, UT
2008-06-09 → 2009-02-13

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Peoria, AZ

Phoenix, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-06-02

S66 Uniform Combined State Law Examination

2008-06-02

Designations

Other Names

Jerad J Sorgenfrei

View on SEC IAPD

More in York, NE

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