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Robert Joseph Burger

Disciplined Money, LLC

Phoenix, AZ

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Current Employers
Disciplined Money, Llc

7220 N 16Th St Building D, Phoenix, AZ 85020 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2015-02-04
  • AZ RA
    APPROVED
    Since 2015-02-04

Branch Locations

7220 N 16Th St Building D, Phoenix, AZ 85020 • 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
Disciplined Money, Llc Phoenix AZ 04/2015 Present
Previous Registrations
  • 2021-08-03 → 2023-03-10
    Sarasota, FL
    Phoenix, AZ
  • 2012-06-29 → 2015-05-15
    Scottsdale, AZ
  • 2011-09-16 → 2012-06-18
    Murphy Capital Advisors, Llc
    Goodyear, AZ
  • 2008-07-17 → 2012-03-07
    Perspective Financial Services Llc
    Phoenix, AZ
  • 2005-09-26 → 2008-04-01
    Miller/Russell & Associates, Inc.
    Phoenix, AZ
  • 2003-09-02 → 2005-07-25
    Disciplined Investments Llc
    Phoenix, AZ
  • 2000-02-07 → 2003-08-08
    Keats Connelly And Associates Inc.
    Phoenix, AZ
Other Businesses

Disciplined Money, LLC; Investment-Related;7220 N 16th St, Building D, Phoenix, AZ 85020; Investment Adviser; Investment Adviser Representative; April 2015; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-25
S63 Uniform Securities Agent State Law Examination 1991-07-11
  • S65 Uniform Investment Adviser Law Examination
    1999-10-25
  • S63 Uniform Securities Agent State Law Examination
    1991-07-11
Designations

View on SEC IAPD

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