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8700 East Vista Bonita Drive Suite 216, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-18 |
| WI | RA | APPROVED | 2024-07-08 |
Branch Locations
8700 East Vista Bonita Drive Suite 216, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triguard Management Llc | Irvine | CA | 05/2018 | 08/2018 |
| Full Time Student | Phoenix | AZ | 08/2013 | 08/2020 |
| Vanguard Marketing Corporation | Scottsdale | AZ | 09/2020 | 04/2022 |
| Life Wise Planning Group Llc | Scottsdale | AZ | 04/2022 | 06/2024 |
| Life Wise Planning Group Llc | Scottsdale | AZ | 06/2024 | Present |
Palivon - Investment Related - Financial Planning Firm – Business Consulting – Owner/Operator - Started 04/07/2026 - 60 Hours Per Month/ 17.5 Hours During Securities Trading – My duties involve helping RIA firms and professional service clients to their streamline their operations; I will not be providing investment advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-23 |
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