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20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-27 |
| AZ | RA | APPROVED | 2020-02-25 |
Branch Locations
20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wt Wealth Management | Scottsdale | AZ | 06/2015 | 12/2016 |
| Arizona State University | Tempe | AZ | 08/2015 | 12/2017 |
| M/Y D'NAtalin Iv - Cayman Island Registry | Fort Lauderdale | FL | 01/2018 | 09/2018 |
| Newport Yachts, Inc. | Newport Beach | CA | 10/2018 | 08/2019 |
| Wt Wealth Management, Llc | Scottsdale | AZ | 09/2019 | Present |
| Ravello Media Group, Llc | Park City | UT | 09/2019 | 02/2022 |
| Wt Wealth Management, Llc | Scottsdale | AZ | 01/2024 | 01/2025 |
Though his registration remains active, currently Advisor is not advising clients and is engaged in other non-investment-related business activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-04 |
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