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Twogood Financial Services, Inc. CRD 323812
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14500 N Northsight Blvd Suite 313, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-12-19 |
Branch Locations
14500 N Northsight Blvd Suite 313, Scottsdale, AZ 85260 • United States
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-10-20 |
Branch Locations
14500 N. Northsight Boulevard Suite 313, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Merwin Capital Management, Llc | Scottsdale | AZ | 01/2014 | 12/2022 |
| Various Insurance Companies | Scottsdale | AZ | 10/2012 | 12/2022 |
| Eversource Wealth Advisors, Llc | Scottsdale | AZ | 10/2022 | Present |
| Twogood Financial Services, Inc | Scottsdale | AZ | 12/2022 | Present |
Since October 2022, Jordan has been registered as an investment advisor representative with EverSource Wealth Advisors, LLC which has a referral relationship with Twogood Financial Services, Inc. This is an investment-related activity. He spends approximately 120 hours per month on this outside business activity, 120 of which are during trading hours. The address of this activity is 14500 N. Northsight Boulevard, Suite 313, Scottsdale, AZ 85260.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-20 |
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