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Tresten Dzatsinna Joseph

Sovereign Investment Advisors LLC

Phoenix, AZ

Tempe, AZ

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Current Employers
Sovereign Investment Advisors Llc

3930 E Ray Road Suite 170, Phoenix, AZ 85044 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2020-10-01
  • AZ RA
    APPROVED
    Since 2020-10-01

Branch Locations

3930 E Ray Road Suite 170, Phoenix, AZ 85044 • United States

Tempe, AZ • 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
Sovereign Investment Advisors, Llc Phoenix AZ 08/2019 Present
University Of Oregon Eugene OR 09/2017 07/2019
Fred Meyers Gresham OR 06/2016 09/2017
Other Businesses

Starting 08/2019 Mr. Joseph spends 25% during market hours working for Sovereign Consulting (an affiliate of SIA) as Vice President.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-26
  • S65 Uniform Investment Adviser Law Examination
    2020-09-26
Other Names
  • Tresten Dzatsinna Joseph

View on SEC IAPD

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