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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-07 |
| UT | RA | APPROVED | 2026-05-04 |
| ID | RA | APPROVED | 2026-05-01 |
Branch Locations
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
9040 S. Rita Road, Suite 2260, Tucson, AZ 85747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diamond Wealth Management, Llc | Alpine | UT | 10/2018 | 05/2026 |
| Diamond Wealth Management, Llc | Alpine | UT | 07/2018 | 10/2018 |
| Raytheon | Tucson | AZ | 06/2016 | 06/2018 |
| University Of Arizona | Tucson | AZ | 01/2013 | 05/2017 |
| Blueprint Financial Advisors Llc | Charlotte | NC | 05/2026 | Present |
| Skye Wealth Management | Tucson | AZ | 05/2026 | Present |
1. Sure Financial LLC; Tucson AZ; Owner; Started 08/01/2022; Exist to receive payment for all 1099 services (FA, CDFA, Insurance, etc.) 1 hour per month; 0 hours during trading hours. Jonathan Gardner is a Certified Divorce Financial Analyst® (CDFA®), and is a member of the Collaborative Law Group of Southern Arizona. In this role, Mr. Gardner participates in collaborative divorce and mediation cases where he provides financial expertise in the division of assets. Jonathan Gardner owns Sure Financial, LLC, providing financial planning and divorce consulting services. Less than 10% of his time is spent on this activity. 2. Blueprint Insurance Services and other unaffiliated insurance agencies; investment related; Insurance Products Sales and Services; Started May 1, 2026; Approximately 4 hours per month; 2 hours during trading hours. 3. d/b/a Skye Wealth Management; Investment related; 9040 S. Rita Road, Suite 2260, Tucson, AZ 85747; Managing Member; Started 5/1/2026; Approximately 140 hours per month during trading hours; investment advisory services and financial planning through Blueprint Financial Advisors an SEC registered investment adviser
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-20 |
| S66 | Uniform Combined State Law Examination | 2018-09-14 |
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