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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-19 |
Branch Locations
6263 N. Scottsdale Rd Suite 385, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ace Vending | Gilbert | AZ | 06/2018 | 08/2018 |
| Boston Market | Tempe | AZ | 11/2018 | 06/2020 |
| Liqd Investments | Scottsdale | AZ | 09/2020 | Present |
| Zzeeks Pizza | Gilbert | AZ | 02/2020 | 03/2021 |
| Angry Crab Shack | Ahwatukee | AZ | 05/2017 | 07/2017 |
| Unemployed | Phoenix | AZ | 06/2000 | 05/2017 |
| Full Time Education | Phoenix | AZ | 07/2017 | 06/2018 |
| Full Time Education | Phoenix | AZ | 08/2018 | 11/2018 |
| Woodbury Financial Services Inc | Scottsdale | AZ | 05/2023 | 01/2024 |
| Woodbury Financial Services Inc | Scottsdale | AZ | 08/2020 | 05/2023 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2024 | Present |
1. LIQD INVESTMENTS POSITION: Analyst / Client Coordinator NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 05/22/2000 ADDRESS: 6263 N Scottsdale Rd, Scottsdale AZ 85250, United States DESCRIPTION: Operation 2. MKG ADVISORS LLC POSITION: Analyst / Client Coordinator NATURE: MKG Advisors LLC is the company in which the work conducted at LIQD Investments (other current OBA) is paid out of. MKG Advisors LLC is owned by the same owner as LIQD Investments, Matthew Wochos. This is a LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 150 START DATE: 05/22/2023 ADDRESS: 6263 N Scottsdale Rd, #385, Scottsdale AZ 85250, United States DESCRIPTION: Operation 3. LIQD INVESTMENTS POSITION: Analyst / Client Coordinator NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 05/22/2023 ADDRESS: 6263 N Scottsdale Rd, Scottsdale AZ 85250, United States DESCRIPTION: Operation 4. PARADISE VALLEY WEALTH MANAGEMENT POSITION: Registered Assistant NATURE: This is another financial planning firm registered with Osaic. They have shared an office with us for the past 2 years or so. We are now working towards transitioning their business to ours. Meaning we have begun work on their book of business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2025 ADDRESS: 6263 N Scottsdale Rd, #385, Scottsdale AZ 85250, United States DESCRIPTION: I have been assisting with operational duties to prepare the business for the transition to our firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-29 |
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