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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-20 |
Branch Locations
Scottsdale, AZ • United States
Mesa, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-18 |
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