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6930 E. Chauncy Lane Suite 220, Phoenix, AZ 85054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-05-16 |
| CA | RA | APPROVED | 2025-01-22 |
| AZ | RA | APPROVED | 2014-05-29 |
Branch Locations
6930 E. Chauncy Lane Suite 220, Phoenix, AZ 85054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc. | Phoenix | AZ | 11/1998 | 12/2017 |
| Proequities, Inc. | Phoenix | AZ | 02/2006 | 12/2017 |
| Wisdom Wealth Investment Advisors Llc | Phoenix | AZ | 01/2014 | Present |
1. DBA: JMFS, INC; NOT INVESTMENT RELATED; 6930 E CHAUNCEY LN, STE 220, PHOENIX, AZ 85054; TAX PREPARATION, PLANNING, REPRESENTATION; ENROLLED AGENT; STARTED 2009; 20-300 HRS/MO. 2. KNIGHTS OF COLUMBUS COUNCIL 10050 POSITION: TREASURER NATURE: CHARITY INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 10/15/2012 ADDRESS: 11300 N 64TH ST, SCOTTSDALE AZ 85254 DESCRIPTION: RESPONSIBLE FOR HANDLING COUNCIL DEPOSITS AND PAYING COUNCIL BILLS. 3. INDEPENDENT INSURANCE AGENT. NOT INVESTMENT RELATED. 6930 E CHAUNCY LANE SUITE 220 PHOENIX AZ 85054. INSURANCE SALES. AGENT. 4. BOTTLE & MCINERNEY, LLC; NOT INVESTMENT RELATED; 6930 E CHAUNCY LANE SUITE 220 PHOENIX AZ 85054; OWNER; ENTITY CREATED FOR MANAGEMENT AND ADMINISTRATION PURPOSES - INCLUDING BUT NOT LIMITED TO: ENTERING CONTRACTS WITH VENDORS AND PAYING COMMON EXPENSES; SINCE OCTOBER 1998; LESS THAN 1 HOUR PER MONTH DEVOTED TO THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-02 |
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