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Davis Howard Westfield

August Wealth Group, Inc.

Phoenix, AZ

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Current Employers
August Wealth Group, Inc.

Bristol, ME • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-11-29
AZ RA APPROVED 2023-08-24
  • CO RA
    APPROVED
    Since 2023-11-29
  • AZ RA
    APPROVED
    Since 2023-08-24

Branch Locations

Phoenix, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bliss Caterers Denver CO 01/2012 05/2019
Clarion Inn Grand Junction CO 01/2016 08/2017
Hellofresh Denver CO 06/2018 08/2018
Colorado Mesa University Grand Junction CO 07/2014 05/2019
Fidelity Investments Greenwood Village CO 06/2019 10/2021
August Wealth Group Llc Bristol ME 01/2022 Present
August Wealth Group, Inc. Phoenix AZ 02/2022 Present
  • 01/2012 → 05/2019
    Bliss Caterers
    Denver, CO
  • 01/2016 → 08/2017
    Clarion Inn
    Grand Junction, CO
  • 06/2018 → 08/2018
    Hellofresh
    Denver, CO
  • 07/2014 → 05/2019
    Colorado Mesa University
    Grand Junction, CO
  • 06/2019 → 10/2021
    Fidelity Investments
    Greenwood Village, CO
  • 01/2022 → Present
    August Wealth Group Llc
    Bristol, ME
  • 02/2022 → Present
    August Wealth Group, Inc.
    Phoenix, AZ
Other Businesses

DoorDash food delivery driver.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-09-06
  • S63 Uniform Securities Agent State Law Examination
    2019-09-06
Designations

View on SEC IAPD

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