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4900 N. Scottsdale Road Ste 1500, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-30 |
Branch Locations
4900 N. Scottsdale Road Ste 1500, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 06/2015 | 06/2025 |
| Bank Of America, N.A. | Chandler | AZ | 08/2015 | 06/2025 |
| Zenith Wealth Advisors | Scottsdale | AZ | 06/2025 | Present |
I*1838283 Entity for Profit Name of OBA: Rental Property 1 Address: Tempe, Arizona, 85282 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 06/01/2024 No Hours: 1 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S66 | Uniform Combined State Law Examination | 2023-10-10 |
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