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1921 S Alma School Road Suite 308, Mesa, AZ 85210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-08-10 |
| AZ | RA | APPROVED | 2017-05-26 |
Branch Locations
1921 S Alma School Road Suite 308, Mesa, AZ 85210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sluffin It Consulting | Gilbert | AZ | 03/2015 | 06/2017 |
| Utah State University | Logan | UT | 09/2012 | 04/2017 |
| Taurum Retirement Partners, Llc | Mesa | AZ | 06/2017 | Present |
| Taurum Retirement Partners, Llc | Gilbert | AZ | 01/2016 | 06/2017 |
NAME OF BUSINESS: JACKSON BECK CFP, LLC | INVESTMENT RELATED: N | ADDRESS: XXXX E Escondido Ave Mesa, AZ 85208 | NATURE OF BUSINESS: Pass-through/Tax Conduit | POSITION IN BUSINESS: Managing Member | TITLE: Managing Member | START DATE: 01.01.2016 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 4 | # OF HRS DURING SECURITIES TRADING HOURS: 0 | BRIEF DESCRIPTION OF DUTIES: Pass-through/tax conduit for contractor income earned by Jackson T. Beck, individual | STATUS: Entity Dissolved 03-2021 NAME OF BUSINESS: RESIDENTIAL RENTAL PROPERTY | INVESTMENT RELATED: N | ADDRESS: XXXX E Escondido Ave, MESA, AZ | NATURE OF BUSINESS: RENTAL PROPERTY MANAGEMENT | POSITION IN BUSINESS: MEMBER | TITLE: MANAGER | START DATE: 05.2022 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 1 | # OF HRS DURING SECURITIES TRADING HOURS: 0 | BRIEF DESCRIPTION OF DUTIES: MANAGE RESIDENTIAL RENTAL PROPERTY |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-24 |
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