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Current Employers
Stronghold Capital Partners Llc

Scottsdale, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-03-20
  • AZ RA
    APPROVED
    Since 2023-03-20

Branch Locations

Scottsdale, AZ • United States

Mesa, AZ • 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
OrganizationCityStateFromTo
Calchoice Financial, Inc. Scottsdale AZ 02/2016 12/2022
Calchoice Wealth Management Llc Scottsdale AZ 06/2016 12/2022
Stronghold Capital Partners Llc Gilbert AZ 01/2023 Present
Elam Llc Mesa AZ 05/2012 Present
Stronghold Wealth Partners Llc Gilbert AZ 01/2023 Present
  • 02/2016 → 12/2022
    Calchoice Financial, Inc.
    Scottsdale, AZ
  • 06/2016 → 12/2022
    Calchoice Wealth Management Llc
    Scottsdale, AZ
  • 01/2023 → Present
    Gilbert, AZ
  • 05/2012 → Present
    Elam Llc
    Mesa, AZ
  • 01/2023 → Present
    Stronghold Wealth Partners Llc
    Gilbert, AZ
Previous Registrations
  • 2016-06-22 → 2022-12-31
    Calchoice Wealth Management Llc
    Scottsdale, AZ
  • 2011-03-25 → 2016-02-29
    Mesa, AZ
Other Businesses

Stronghold Wealth Partners LLC; Yes; Gilbert, AZ; Insurance Agent; 01/2023; 80/MO; 5/ MO Elam LLC; Yes; Gilbert, AZ; Financial Services; Owner; 05/2012; 160/ MO; 80/ MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-18
  • S65 Uniform Investment Adviser Law Examination
    2011-03-18

View on SEC IAPD

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