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Current Employers
Tandem Wealth Advisors

1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-09-08
TX RA APPROVED 2017-03-21
AZ RA APPROVED 2015-08-17
  • WA RA
    APPROVED
    Since 2020-09-08
  • TX RA
    APPROVED
    Since 2017-03-21
  • AZ RA
    APPROVED
    Since 2015-08-17

Branch Locations

1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004 • United States

Bellingham, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tandem Wealth Advisors Llc Phoenix AZ 06/2014 01/2018
Tandem Wealth Advisors Llc Phoenix AZ 01/2018 Present
  • 06/2014 → 01/2018
    Tandem Wealth Advisors Llc
    Phoenix, AZ
  • 01/2018 → Present
    Tandem Wealth Advisors Llc
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-24
  • S65 Uniform Investment Adviser Law Examination
    2015-03-24

View on SEC IAPD

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