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Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-30 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gila Insurance Group, Llc | Safford | AZ | 07/2016 | Present |
| Thepartners Wealth Management | Carmel-By-The-Sea | CA | 04/2025 | Present |
1.Gila Insurance Group LLC - Non-investment related - 805 W Court ST S Safford, AZ 85546 - Insurance Agency - President and Managing Member - 01/2016 - 200hrs/month - 200 hrs/month - Owner, Insurance Producer. 2.Gila Valley Financial Center LLC- Investment-related - 602 S 8th St Safford, AZ 85546 - Real estate - 02/07/2017 - 1hr/month - 0hr/month - Collect Rent, Pay Taxes, get people to perform Maintenance. 3.Gunstock Valley Venture LLC - Non-investment related - 4749 W Central Rd Central AZ 85531 - Property Management for Gila Insurance Group LLC - Managing member - Performs basic maintenance for Gila Insurance Group LLC (Janitorial and Maintenance) - 02/23/2009 - 1hr/month - 0hr/month - Maintenance. 4.ASH CREEK FINANCIAL ADVISORS; INVESMENT-RELATED; 805 W Court ST S Safford, AZ 85546; DBA of ThePartners Wealth Management; Investment Adviser Representative; DBA; April 3, 2025; 8hrs/day; 8hrs/day; Ash Creek Financial Advisors is a DBA used to provide investment advisory services under registration with ThePARTNERS Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-22 |
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