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6702 E Cave Creek Rd, Ste 4, Cave Creek, AZ 85331 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-16 |
Branch Locations
6702 E Cave Creek Rd, Ste 4, Cave Creek, AZ 85331 • United States
6702 E Cave Creek Road #4, Cave Creek, AZ 85331 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-10-21 |
Branch Locations
6402 E Cave Creek Rd Ste 4, Cave Creek, AZ 85331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metz And Associates Pllc | Phoenix | AZ | 05/2014 | 10/2016 |
| Cbiz | Phoenix | AZ | 11/2016 | 12/2017 |
| Aaron M Coates Cpa Pllc | Scottsdale | AZ | 01/2018 | 06/2018 |
| Tmd & Associates, Inc. | Scottsdale | AZ | 09/2018 | 07/2019 |
| Keystone Wealth Partners | Chandler | AZ | 09/2019 | 06/2022 |
| Creative Planning | Overland Park | KS | 05/2022 | 08/2022 |
| Foothills Accounting & Tax, Pllc | Cave Creek | AZ | 08/2022 | Present |
| Foothills Advisors, Llc | Cave Creek | AZ | 10/2022 | Present |
| Foothills Wealth Management, Llc | Cave Creek | AZ | 01/2025 | Present |
1) Aaron Coates; Foothills Accounting & Tax, PLLC; not investment-related; Cave Creek, AZ; Tax Preparation; owner; 08/2022; 180 hours per mo/5 hours during trading.
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