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Daniel Christopher Thompson

Zenith Wealth Advisors

Scottsdale, AZ

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Current Employers
Zenith Wealth Advisors

4900 N. Scottsdale Road Ste 1500, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-05
AZ RA APPROVED 2022-03-03
  • TX RA
    APPROVED
    Since 2023-04-05
  • AZ RA
    APPROVED
    Since 2022-03-03

Branch Locations

4900 N. Scottsdale Road Ste 1500, Scottsdale, AZ 85251 • 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
First Western Trust Bank Denver CO 07/2004 08/2021
First Western Investment Management Denver CO 06/2007 08/2021
Zenith Wealth Advisors Scottsdale AZ 03/2022 Present
Self-Employed Scottsdale AZ 09/2021 02/2022
  • 07/2004 → 08/2021
    First Western Trust Bank
    Denver, CO
  • 06/2007 → 08/2021
    First Western Investment Management
    Denver, CO
  • 03/2022 → Present
    Zenith Wealth Advisors
    Scottsdale, AZ
  • 09/2021 → 02/2022
    Self-Employed
    Scottsdale, AZ
Previous Registrations
Other Businesses

OFFICER OF BANK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-09
S63 Uniform Securities Agent State Law Examination 1995-11-06
  • S65 Uniform Investment Adviser Law Examination
    1999-04-09
  • S63 Uniform Securities Agent State Law Examination
    1995-11-06
Designations

View on SEC IAPD

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PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
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

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