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8550 E. Shea Boulevard, Suite 130, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-16 |
| AZ | RA | APPROVED | 2003-09-02 |
Branch Locations
8550 E Shea Blvd Suite 130, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Solutions, Llc | Scottsdale | AZ | 06/2003 | Present |
I AM A 50% OWNER AND MANAGER OF WMS FUND MANAGEMENT, LLC WHICH ACTS AS THE MANAGER FOR A FIXED INCOME PRIVATE PLACEMENT INVESTMENT. THE COMPANY WAS ESTABLISHED IN JANUARY 2007 AND STARTED MANAGING A FUND IN JULY. I SPEND ABOUT 5 TO 10 HOURS A MONTH PERFORMING MY DUTIES. I TAKE CARE OF THE DAY TO DAY OPERATIONS AS WELL AS HELP WIND DOWN THE OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-24 |
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