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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-03-21 |
Branch Locations
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Mesa | AZ | 03/2020 | 07/2020 |
| World Financial Group, Inc. | Mesa | AZ | 05/2019 | 07/2020 |
| Allergy Free Naturally | Chandler | AZ | 12/2017 | 07/2020 |
| Homemaker | Windermere | FL | 01/2015 | 12/2017 |
| Calchoice Wealth Management Llc | Scottsdale | AZ | 09/2020 | 01/2022 |
| Calchoice Financial | Scottsdale | AZ | 08/2020 | 01/2022 |
| Stronghold Capital Partners Llc | Gilbert | AZ | 01/2022 | Present |
| Stronghold Wealth Partners Llc | Scottsdale | AZ | 01/2022 | Present |
CalChoice Financial; Investment Related; Insurance Agent; Sales of insurance products; Scottsdale, AZ; Start 08/2020; Time spent in this business - 96 hours per month spent in this practice. STRONGHOLD WEALTH PARTNERS LLC; YES; SCOTTSDALE, AZ; INSURANCE AGENT; 01/2022; 40; 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-18 |
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