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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-04 |
| HI | RA | APPROVED | 2025-06-04 |
| NY | RA | APPROVED | 2022-10-17 |
| AZ | RA | APPROVED | 2021-08-23 |
Branch Locations
Scottsdale, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calchoice Wealth Management Llc | Scottsdale | AZ | 12/2019 | 10/2021 |
| Calchoice Financial | Scottsdale | AZ | 12/2019 | 10/2021 |
| Blake Essary, Sole Proprietor | Phoenix | AZ | 03/2018 | Present |
| Lci Realty, Llc | Mesa | AZ | 07/2019 | 12/2020 |
| Chandler Regional Medical Center | Chandler | AZ | 06/2014 | 10/2018 |
| Granger & Brown Investments, Llc | Scottsdale | AZ | 12/2019 | 04/2020 |
| Jpar Vantage | Mesa | AZ | 12/2020 | 06/2021 |
| Blake Essary Insurance, Llc | Mesa | AZ | 07/2021 | Present |
| Stronghold Capital Partners Llc | Mesa | AZ | 07/2021 | Present |
| American Financial Education Alliance | Mesa | AZ | 12/2019 | 07/2021 |
| Stronghold Wealth Partners Llc | Scottsdale | AZ | 04/2021 | Present |
| Landing Rock Cash Management | Scottsdale | AZ | 10/2023 | Present |
| Hedgehog Investments | Scotsdale | AZ | 01/2023 | 05/2025 |
| National Gold Consultants | Scottsdale | AZ | 11/2021 | Present |
Blake Essary has a financial affiliated business as an insurance agent with Blake Essary sole proprietor, Blake Essary Insurance, LLC, and Stronghold Wealth Partners LLC. Approximately 50% of his time is spent on these activities. He will offer Clients services from these activities. As an insurance agent and real estate agent, he may receive separate yet typical compensation. Mr. Blake is also the Co-owner of Stronghold Wealth Partners LLC. Mr. Essary also acts as a solicitor for third-party managers Portfolio Medics and Howard Capital Management, Landing Rock, a banking institution that provides deposit accounts for clients. and National Gold Consultants, a gold investment company. He spends approximately 5% of his time during market and non-market hours in this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-14 |
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