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8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-03 |
| AZ | RA | APPROVED | 2021-09-02 |
Branch Locations
8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ut Permian Basin | Odessa | TX | 08/2015 | 02/2019 |
| Syntal Capital Partners | Midland | TX | 05/2019 | 08/2020 |
| Dew Wealth Management | Scottsdale | AZ | 03/2021 | Present |
| Unemployed | Phoenix | AZ | 08/2020 | 02/2021 |
1. The Sacred Line / Not Investment Related / 1 Dodge Street, Gilbert, AZ / Counseling Practice / Manager / Nov. 5, 2024 / 2 hours devoted / Managerial Duties 2. Magnificat Management / Not Investment Related / 1 Dodge Street, Gilbert, AZ / Financial Wellness & Financial Therapy / Member / Nov. 5, 2024 / 5 hours devoted / Managerial Duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-16 |
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