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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-29 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Tempe | AZ | 05/2013 | 11/2020 |
| Newbridge Financial Services Group, Inc. | Phoenix | AZ | 06/2021 | 07/2021 |
| Newbridge Securities Corp. | Phoenix | AZ | 11/2020 | 07/2021 |
| Raymond James & Associates, Inc. | Tempe | AZ | 02/2018 | 12/2020 |
| Sb Advisory, Llc | Phoenix | AZ | 09/2021 | 05/2025 |
| Nergard Wealth Management, Llc | Phoenix | AZ | 05/2025 | Present |
1) Insurance : Mesa, Arizona/ 1991, Insurance Agent/Producer, Variable Life, Variable Annuity and Variable Contracts, Accident and Health, Sickness and Life. Investment Related, 5% time spent on this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-12 |
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