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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-02 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2012 | 04/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | 06/2019 |
| Lpl Financial, Llc | Summit | NJ | 06/2019 | 03/2026 |
| Osaic Wealth | Scottsdale | AZ | 03/2026 | Present |
1. K2 WEALTH MANAGEMENT LLC POSITION: CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 07/01/2019 ADDRESS: 1120 Ardmore Drive, Unit 302, Mount Pleasant SC 29466, United States DESCRIPTION: Maintain client accounts, invest, operations and all financial advisor related business activities licensed for. 2. K2 WEALTH MANAGEMENT POSITION: CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 07/01/2019 ADDRESS: 1120 Ardmore Dr, Unit 302, Mount Pleasant SC 29466, United States DESCRIPTION: DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-19 |
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