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4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-03-16 |
| MA | RA | APPROVED | 2014-03-19 |
| TX | RA | APPROVED_RES | 2011-09-08 |
| AZ | RA | APPROVED | 2011-07-22 |
Branch Locations
4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Senisble Money, Llc | Scottsdale | AZ | 07/2011 | Present |
Dana is the proprietor of Anaday LLC, which collects royalties from books and courses she has authored. Dana is a partner in BodyByIntent LLC, co-owned by her husband, who operates this business in the health and wellness industry. Dana is a partner in WMS Investment Management LLC which manages the WMS Fixed Income Fund I, a closed fund where all assets are hoped to be disbursed by year-end 2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-28 |
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