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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-09 |
| SD | RA | APPROVED | 2025-12-16 |
| UT | RA | APPROVED | 2025-12-16 |
| AZ | RA | APPROVED | 2023-05-24 |
| TX | RA | APPROVED | 2023-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exclusive Model Mangement | Scottsdale | AZ | 06/2017 | 08/2018 |
| Johnson Financial Group | Scottsdale | AZ | 07/2018 | 09/2018 |
| Venture-Me | Phoenix | AZ | 10/2016 | 10/2018 |
| Arizona State University | Tempe | AZ | 08/2013 | 05/2018 |
| Rbc Capital Markets, Llc. | Phoenix | AZ | 10/2018 | 05/2023 |
| Wiser Advisor Group | Phoenix | AZ | 05/2023 | Present |
| Great Point Capital, Llc | Chicago | IL | 08/2023 | Present |
| Quincy Wells Capital, Llc | Chicago | IL | 05/2026 | Present |
1) NAME OF ENTITY: Wiser Venture, LLC ADDRESS: 4616 E Sunset Dr, Phoenix, AZ 85028 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Business is engaged in investment banking activities. CAPACITY: Owner - Active START DATE: 5/11/23 DUTIES: An active owner of the business HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2) CCO at Wiser Advisor Group which is an RIA. 4616 E Sunset Dr Phoenix AZ 85028 Investment related Wealth management firm engaging in portfolio management Employee Start date of 05/19/2023 40+ hours devoted a week 5+ hours devoted during securities hours. Zachary Lytle is a board advisor for When Strategic Advisory Board. The address of When Strategic Advisory Board is 10645 N Tatum Blvd Phoenix AZ 85028. The start date is Jan 30th, 2026. His duties will be to help the company strategize for growth and he plans to spend 2 hours per month during normal trading hours and 2 hours per month outside of normal trading hours. This is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-01 |
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