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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| TX | RA | APPROVED | 2024-09-24 |
| NC | RA | APPROVED | 2024-05-13 |
| SC | RA | APPROVED | 2024-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 11/2004 | 03/2020 |
| Lpl Financial Llc | Lexington | SC | 03/2020 | 01/2024 |
| Stratos Wealth Partners, Ltd | Lexington | SC | 03/2020 | Present |
| Osaic Welth, Inc | Lexington | SC | 01/2024 | Present |
1) THE STURKIE WEALTH MANAGEMENT GROUP, DBA POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/16/2020 ADDRESS: 1315 N Lake Dr., Lexington SC 29072, United States DESCRIPTION: I am a 1099 contractor for Sturkie Wealth Management. I don't have ownership of the business or a controlling interest. It is our DBA for securities business. 2) DUNAT WEALTH MANAGEMENT POSITION: President NATURE: Sole Member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/02/2022 ADDRESS: 1315 N Lake Dr., Lexington SC 29072, United States DESCRIPTION: This is not a client facing entity. I get paid as a 1099 employee of Sturkie Wealth Management. I run payroll through this entity to differentiate between business expenses (such as travel related costs or Continuing Education courses) and what I pay myself.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-15 |
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