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Current Employers
Retirement Evolutions Wealth Management Llc

4578 N First Av. Suite 120, Tucson, AZ 85718 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2016-08-01
  • AZ RA
    APPROVED
    Since 2016-08-01

Branch Locations

4578 N First Av. Suite 120, Tucson, AZ 85718 • 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
Retirement Evoltions Wealth Management Tucson AZ 07/2015 Present
Retirement Evolutions Wealth Management Tucson AZ 07/2014 Present
Kt Construction Llc Tucson AZ 10/2019 Present
Retirement Evolutions Wealth Management Tucson AZ 04/2016 Present
  • 07/2015 → Present
    Retirement Evoltions Wealth Management
    Tucson, AZ
  • 07/2014 → Present
    Retirement Evolutions Wealth Management
    Tucson, AZ
  • 10/2019 → Present
    Kt Construction Llc
    Tucson, AZ
  • 04/2016 → Present
    Retirement Evolutions Wealth Management
    Tucson, AZ
Other Businesses

Project Manager; KT Construction LLC; Investment Related: No; Location: 13433 N Como Drive Tucson, AZ 85755; Description of the business: Custom home development; Responsibilities Duties: Project Management; Start date with business: 2019-10-01; Hours devoted to business during trading hours: 120; Percentage of total yearly compensation expected to be derived from the business: 95; Insurance Agent; RETIREMENT EVOLUTIONS WEALTH MANAGEMENT; Investment Related: Yes; Tucson, AZ; Sale of insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-23
  • S65 Uniform Investment Adviser Law Examination
    2016-05-23

View on SEC IAPD

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