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16921 E Palisades Blvd Suite 105, Fountain Hills, AZ 85268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-12-06 |
Branch Locations
16921 E Palisades Blvd Suite 105, Fountain Hills, AZ 85268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| It'S Your Health Pc | Phoenix | AZ | 04/2006 | Present |
| Walpole Wealth Advisors, Llc | Peoria | AZ | 09/2008 | Present |
| Wfg Investments Inc | Peoria | AZ | 09/2010 | 08/2017 |
| Clarus Wealth Advisors, Llc | Peoria | AZ | 08/2017 | 11/2017 |
| Fountain Financial Group, Inc. | Fountain Hills | AZ | 11/2017 | Present |
| Crown Capital Securities, L.P. | Peoria | AZ | 08/2017 | 10/2017 |
| Wfg Advisors, Lp | Peoria | AZ | 10/2010 | 08/2017 |
| Fountain Professional Group, Inc. | Fountain Hills | AZ | 11/2017 | Present |
1. Walpole Wealth Advisors, LLC; Investment Related; Partner; Teaching/Writing technical analysis of the market; started 09/2008; less than 10% of time. 2. It's Your Health, PC; Non-investment Related; Secretary; Maintain firm's records; Started 04/2006; Less than 10% of time. 3. Fountain Professional Group, Inc.; Investment Related; Insurance Agent; Fixed Insurance Sales; Started 11/2017; Less than 10% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-01 |
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