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3025 Cortland Circle, Salina, KS 67401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-09 |
| KS | RA | APPROVED | 2021-09-20 |
Branch Locations
7047 E Greenway Parkway Suite 150, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intrinsic Value Partners, Llc | Phoenix | AZ | 12/2013 | 06/2018 |
| Logia Portfolio Management, Llc | Scottsdale | AZ | 08/2021 | Present |
| Cetera Financial Group | Chandler | AZ | 06/2020 | 08/2021 |
| 86400 Capital, Llc | Chandler | AZ | 06/2018 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-01 |
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