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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Groundwork Financial Partners, Pllc | Phoenix | AZ | 10/2025 | Present |
| Phoenix Biological Dentistry | Phoenix | AZ | 08/2021 | Present |
| Black & Veatch | Phoenix | AZ | 08/2015 | 08/2021 |
| Dental Financial Partners Pllc | Phoenix | AZ | 03/2026 | Present |
Name - Phoenix Biological Dentistry Investment Related - No Address - 4202 N 32ND ST PHOENIX, AZ 85018 Nature of Business - Dental Practice Position/Duties/Title/Relationship - Manager; oversees staff and supports company operations Start Date - 08/2021 Number Hours/Month - 34 Number Hours/Month During Securities Trading Hours - 17 Name - Blue Key LLC Investment related - No Address - 3986 E Sandpiper Dr, Phoenix, AZ 85050 Nature of Business - Real Estate Holdings Position/Duties/Title/Relationship - Owner Start Date - 05/2018 Number Hours/Month - 0 Number Hours/Month During Securities Trading Hours - 0 Name - Dental Financial Partners PLLC Investment Related - No Address - 3986 E Sandpiper Dr Phoenix, AZ 85050 Nature of Business - Tax, accounting, embezzlement analysis, IRS representation, CFO services, practice acquisition analysis, and business consulting for dentists Position/Duties/Title/Relationship - Owner Start Date - 03/2026 Number Hours/Month - 80 Number Hours/Month During Securities Trading Hours - 80
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-07 |
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