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8605 E. Raintree Dr Ste. 240, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-08-28 |
Branch Locations
14500 N. Northsight Blvd, Ste, 200, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | Scottsdale | AZ | 03/2009 | 05/2019 |
| J.P. Morgan Chase Bank, Na | Scottsdale | AZ | 11/2016 | 05/2019 |
| Arq Wealth Advisors, Llc | Scottsdale | AZ | 08/2019 | Present |
Entity Name: Blue Hawaii LLC Investment related: No Address: 5418 E. Piping Rock Rd. Scottsdale, AZ 85254 Nature of the other business: LLC was formed to hold a rental property. Position/Title/Relationship: Other Start Date: 01-Oct-2015 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Hold an ownership interest in the company, participate in its day-to day management and have authority to contract on behalf of the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-14 |
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