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Jeffrey Craig Sloan

Witnauer Sloan & Associates LLC

Scottsdale, AZ

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Current Employers
Witnauer Sloan & Associates Llc

8777 E Via De Ventura Suite 375, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2008-12-08
  • AZ RA
    APPROVED
    Since 2008-12-08

Branch Locations

8777 E Via De Ventura Suite 375, 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
Witnauer, Sloan And Assoc. Phoenix AZ 01/1999 Present
  • 01/1999 → Present
    Witnauer, Sloan And Assoc.
    Phoenix, AZ
Other Businesses

1) WITNAUER, SLOAN AND ASSOC, LLC - 8777 E. VIA DE VENTURA, #375, SCOTTSDALE, AZ 85258 AS MANAGER AND MEMBER. THIS IS AN ARIZONA LICENSED INVESTMENT ADVISORY FIRM. 2) MANAGER AND MEMBER OF WEALTH STRATEGIES, LLC - 8777 E. VIA DE VENTURA, #375, SCOTTSDALE, AZ 85258. AN ARIZONA LICENSED INSURANCE AGENT LESS THAN 10 HOURS PER WEEK FROM 1-07.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-03
S63 Uniform Securities Agent State Law Examination 1995-05-10
  • S65 Uniform Investment Adviser Law Examination
    1999-05-03
  • S63 Uniform Securities Agent State Law Examination
    1995-05-10
Designations
Other Names
  • Jeffery Craig Sloan

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