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Tristen Thomas Sheffler

Arq Wealth Advisors, LLC

Scottsdale, AZ

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Current Employers
Arq Wealth Advisors, Llc

8605 E. Raintree Dr Ste. 240, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-09-12
  • AZ RA
    APPROVED
    Since 2023-09-12

Branch Locations

8605 E. Raintree Dr Ste. 240, Scottsdale, AZ 85260 • 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
Arq Wealth Advisors, Llc Scottsdale AZ 05/2021 08/2023
Charles Schwab Phoenix AZ 09/2020 05/2021
Vanguard Scottsdale AZ 11/2019 09/2020
Northern Arizona University Flagstaff AZ 08/2015 08/2019
Arq Wealth Advisors, Llc Scottsdale AZ 08/2023 Present
  • 05/2021 → 08/2023
    Arq Wealth Advisors, Llc
    Scottsdale, AZ
  • 09/2020 → 05/2021
    Charles Schwab
    Phoenix, AZ
  • 11/2019 → 09/2020
    Vanguard
    Scottsdale, AZ
  • 08/2015 → 08/2019
    Northern Arizona University
    Flagstaff, AZ
  • 08/2023 → Present
    Arq Wealth Advisors, Llc
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-13
  • S65 Uniform Investment Adviser Law Examination
    2021-09-13
Designations
Other Names
  • Tristen Thomas Sheffler
  • Tristen Sheffler
  • Tristen T Sheffler

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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