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Current Employers
Interwealth Management, Llc

8585 E Hartford Dr Suite 108, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-01-18
  • AZ RA
    APPROVED
    Since 2024-01-18

Branch Locations

8585 E Hartford Dr Suite 108, Scottsdale, AZ 85255 • 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
The Vanguard Group, Inc. Scottsdale AZ 09/2019 12/2023
Pearle Vision Cincinnati OH 05/2017 07/2017
Pearle Vision Mason OH 05/2018 07/2018
Columbia University Athletics New York NY 12/2016 05/2019
Ursuline Academy Cincinnati OH 06/2017 07/2017
Ursuline Academy Cincinnati OH 06/2018 07/2018
Ursuline Academy Cincinnati OH 06/2019 07/2019
Columbia University New York NY 08/2015 05/2019
Interwealth Management Llc Scottsdale AZ 01/2024 Present
  • 09/2019 → 12/2023
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 05/2017 → 07/2017
    Pearle Vision
    Cincinnati, OH
  • 05/2018 → 07/2018
    Pearle Vision
    Mason, OH
  • 12/2016 → 05/2019
    Columbia University Athletics
    New York, NY
  • 06/2017 → 07/2017
    Ursuline Academy
    Cincinnati, OH
  • 06/2018 → 07/2018
    Ursuline Academy
    Cincinnati, OH
  • 06/2019 → 07/2019
    Ursuline Academy
    Cincinnati, OH
  • 08/2015 → 05/2019
    Columbia University
    New York, NY
  • 01/2024 → Present
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-13
S63 Uniform Securities Agent State Law Examination 2019-11-18
  • S66 Uniform Combined State Law Examination
    2022-06-13
  • S63 Uniform Securities Agent State Law Examination
    2019-11-18
Designations
Other Names
  • Lauren Wilkins
  • Lauren Marie Wilkins
  • Lauren Marie Wilkins
  • Lauren Marie Ryan

View on SEC IAPD

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