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7900 E Thompson Peak Pkwy Unit 104, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-09 |
| AZ | RA | APPROVED | 2020-11-19 |
Branch Locations
7900 E Thompson Peak Pkwy Unit 104, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Phoenix | AZ | 09/2014 | 06/2018 |
| Usaa Financial Planning Services | Phoenix | AZ | 08/2015 | 01/2018 |
| Usaa Investment Management Company | Phoenix | AZ | 01/2018 | 06/2018 |
| 7 Seconds Marketing, Llc | Phoenix | AZ | 06/2018 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Phoenix | AZ | 01/2019 | 07/2020 |
| J.P. Morgan Securities Llc | Phoenix | AZ | 01/2019 | 07/2020 |
| Sg Wealth Managers Llc | Scottsdale | AZ | 08/2020 | Present |
SG INSURANCE AND ESTATE SERVICES LLC; ADDRESS: 7900 E THOMPSON PEAK PKWY , SUITE 104, SCOTTSDALE, ARIZONA 85255; OWNER, INSURANCE AGENT; START DATE:09/2020; NATURE OF BUSINESS: SELLING LIFE, DISABILITY AND HEALTH INSURANCE; 40 HOURS A MONTH; 0 DURING TRADE HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-20 |
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