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20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| OR | RA | APPROVED | 2026-01-02 |
| UT | RA | APPROVED | 2025-11-24 |
| TX | RA | APPROVED | 2022-12-07 |
| WA | RA | APPROVED | 2022-12-07 |
| AZ | RA | APPROVED | 2018-05-04 |
Branch Locations
20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
813 North Beaver Street, Flagstaff, AZ 86001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Four Peaks Wealth Management, Llc | Flagstaff | AZ | 12/2016 | 12/2017 |
| Northern Arizona University | Flagstaff | AZ | 08/2017 | 05/2022 |
| Wt Wealth Management, Llc | Flagstaff | AZ | 01/2018 | Present |
| Northern Arizona University | Flagstaff | AZ | 08/2022 | 08/2024 |
| Northern Arizona University | Flagstaff | AZ | 08/2024 | Present |
| Northern Arizona University | Flagstaff | AZ | 08/2011 | 08/2017 |
| Four Peaks Wealth Management, Llc | Flagstaff | AZ | 06/2015 | 12/2016 |
1) NORTHERN ARIZONA UNIVERSITY, 1200 S BEAVER STREET, FLAGSTAFF, ARIZONA 86011; NOT INVESTMENT RELATED; TEACHING PROFESSOR OF FINANCE, 8/2024; TEACHING ROLES WITH NAU SINCE JANUARY 1995. HOURS DEVOTED PER MONTH 170; 14 HOURS PER WEEK DURING TRADING HOURS. COURSE AND SYLLABUS DEVELOPMENT, COURSE PREPARATION, CLASS LECTURES, GRADING, GRADER SUPERVISION, FINANCE AREA COUNCIL COORDINATOR. 2) GREATER FLAGSTAFF CHAMBER OF COMMERCE, NOT INVESTMENT RELATED, COMMITTEE MEMBER, 8/2009, 2 HOURS PER MONTH DEVOTED, 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-06 |
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