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14358 N Frank Lloyd Wright Blvd. Suite 8, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-08-08 |
| AZ | RA | APPROVED | 2014-08-07 |
Branch Locations
14358 N Frank Lloyd Wright Blvd. Suite 8, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Scottsdale | AZ | 01/2005 | Present |
| Donald E. Burton, Llc D/B/A Burton Wealth Management | Scottsdale | AZ | 08/2014 | Present |
1. 3/14/2006 NONVARIABLE INSURANCE SELLING HEALTH, LIFE, LTC AND ANNUITIES. TIME SPENT 5% SCOTTSDALE, AZ. 2. 01/28/2005 LPL FINANCIAL LLC DBA BURTON WEALTH MANAGEMENT INVESTMENT RELATED SCOTTSDALE AZ BROKER DEALER REGISTERED REPRESENTATIVE 25% OF TIME SPENT 3. 07/29/2014 BURTON WEALTH MANAGEMENT REGISTERED INVESTMENT ADVISOR HYBRID (HYBRID) BURTON WEALTH MANAGEMENT TIME SPENT 250 HOURS PER MONTH SCOTTSDALE, AZ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-20 |
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