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Bradley James Haines

Juncture Wealth Strategies, LLC

Scottsdale, AZ

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Current Employers
Juncture Wealth Strategies, Llc

8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2018-10-22
  • AZ RA
    APPROVED
    Since 2018-10-22

Branch Locations

8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258 • 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
Juncture Wealth Strategies, Llc Scottsdale AZ 05/2015 Present
Heritage Wealth Management, Llc Phoenix AZ 04/2017 03/2018
Previous Registrations
  • 2017-07-24 → 2018-11-16
    Juncture Wealth Strategies, Llc
    Scottsdale, AZ
  • 2015-09-08 → 2017-08-17
    Juncture Wealth Strategies, Llc
    Scottsdale, AZ
  • 2004-09-13 → 2005-05-04
    Wells Fargo Investments, Llc
    Sun City, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-10
S65 Uniform Investment Adviser Law Examination 1997-02-03
S63 Uniform Securities Agent State Law Examination 1995-01-06
  • S66 Uniform Combined State Law Examination
    2004-09-10
  • S65 Uniform Investment Adviser Law Examination
    1997-02-03
  • S63 Uniform Securities Agent State Law Examination
    1995-01-06
Designations
Other Names
  • Brad Haines

View on SEC IAPD

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KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

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