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390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-31 |
Branch Locations
390 Diablo Rd Suite 100, Danville, CA 94526 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bayntree Planning Group, Llc | Scottsdale | AZ | 12/2015 | 04/2022 |
| Bayntree Wealth Advisors, Llc | Scottsdale | AZ | 02/2018 | 04/2022 |
| Intelligent 401K, Llc | Scottsdale | AZ | 11/2020 | 06/2022 |
| Jf Wealth Advisor | Scottsdale | AZ | 04/2022 | 11/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2022 | 05/2023 |
| Creativeone Wealth, Llc | Overland Park | KS | 05/2023 | 03/2025 |
| Sun Valley Advisory, Llc | Scottsdale | AZ | 06/2025 | Present |
| Encompass More Asset Management Llc | Danville | CA | 07/2026 | Present |
| Pwa Partners | Scottsdale | AZ | 11/2023 | Present |
(1) PWA PARTNERS, LLC; investment Related; Scottsdale, AZ 85255; Insurance Business; Managing Partner; November 2023; Approx. 136 hours/month; Approx. 136 hours/month during security trading hours; offering Fixed Index Annuities, Life Insurance, and other annuities. (2) PROSPECT ESTATE PLANNING; not-investment related; Scottsdale, AZ; Estate Planning; Managing Partner; 2025; 80 hours/month; 80/hours during trading hours; Running business and meeting with clients; (3) FIVE PATHWAYS FINANCIAL; investment-related, insurance-only; Scottsdale, AZ; Insurance Business; Retirement Counselor; October 2025; 80; 80; I work with clients to create individually personalized strategies to navigate the complexities of retirement utilizing a variety of insurance related products and services. I provide broad based educational services to assist with enhancing client knowledge and empower them to make decisions regarding their future. (4) SUNVALLEY ADVISORY, LLC; investment related, Scottsdale, AZ; investment advisory firm; Investment Adviser Representative; start date: June 2025; Approx. 10 hours per month devoted to this business; all during securities trading hours; my duties include meeting with clients and acting as a financial advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-02 |
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