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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | Flagstaff | AZ | 12/2020 | Present |
| Cambium Wealth And Legacy Strategies | Flagstaff | AZ | 12/2020 | Present |
| Raven & Wyvern | Flagstaff | AZ | 05/2020 | 08/2020 |
| Reliance Printing Solutions | Flagstaff | AZ | 08/2019 | 02/2020 |
| Page Springs Vineyards | Cornville | AZ | 05/2019 | 08/2019 |
| Nau | Flagstaff | AZ | 08/2017 | 05/2019 |
| Berry Divine | Sedona | AZ | 04/2017 | 08/2017 |
| Full Stime Student | Sedona | AZ | 12/2012 | 04/2017 |
| Nau | Flagstaff | AZ | 08/2020 | 12/2020 |
TAYLOR & PADGETT WEALTH & LEGACY STRATEGIES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/31/2025 ADDRESS: 1555 Plaza West Dr, Prescott AZ 86303, United States DESCRIPTION: Financial advisor duties, financial planning, operational support, training, client services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-07 |
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