Best Investors Account Sign in
Inactive

Monica Blake Salazar

Nrg Wealth Management

Oro Valley, AZ

CRD 6562940

Claim This Profile
Employer firm

Nrg Wealth Management CRD 289548

$242M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Nrg Wealth Management

12115 North Oracle Road Suite 151, Oro Valley, AZ 85737 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2018-12-14
  • AZ RA
    APPROVED
    Since 2018-12-14

Branch Locations

12115 North Oracle Road Suite 151, Oro Valley, AZ 85737 • 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
Jp Davis, Inc. Dba Nrg Wealth Management Oro Valley AZ 09/2015 Present
Lpl Financial, Llc Oro Valley AZ 09/2015 01/2017
  • 09/2015 → Present
    Jp Davis, Inc. Dba Nrg Wealth Management
    Oro Valley, AZ
  • 09/2015 → 01/2017
    Lpl Financial, Llc
    Oro Valley, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-04
  • S65 Uniform Investment Adviser Law Examination
    2018-12-04
Other Names
  • Monica Blake Stafford
  • Monica B Stafford

View on SEC IAPD

Nearby Firms

RIDGE CAPITAL ADVISORS, LLC
EDWARD JONES
GRADIENT ADVISORS, LLC

Nearby Investors

Conner Frederick Kleinsasser
Breckin Clarke Kleinsasser
KELLY RALPH KLEINSASSER

Nearby Offices

RIDGE CAPITAL ADVISORS, LLC · ORO VALLEY, AZ
EDWARD JONES · ORO VALLEY, AZ
GRADIENT ADVISORS, LLC · Oro Valley, AZ

More in Oro Valley, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor