Steven Jurich

Current Employers

Think Wealth Advisory, Llc

16220 N. Scottsdale Rd. Suite 300, Scottsdale, AZ 85254 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2010-10-14

AZ RA
APPROVED

Since 2010-10-14

Branch Locations

16220 N. Scottsdale Rd. Suite 300, Scottsdale, AZ 85254 • 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

Organization	City	State	From	To
Think Retirement, Inc.	Scottsdale	AZ	06/1996	Present
Think Wealth Advisory, Llc	Scottsdale	AZ	04/2010	Present

06/1996 → Present

Think Retirement, Inc.

Scottsdale, AZ
04/2010 → Present

Think Wealth Advisory, Llc

Scottsdale, AZ

Previous Registrations

2010-06-11 → 2012-03-05

Global Financial Private Capital, Inc.

Phoenix, AZ

Sarasota, FL
2008-11-04 → 2009-12-22

American Investment Services

Scottsdale, AZ

Other Businesses

1) Insurance Agent - 4/1996 to Present. Investment related. Duties include offering insurance products and services to clients and prospects. 50% of time is spent on this activity. 2) Author - Mr. Jurich compiles, composes, and writes his own material for podcasts, books, blogs, and pieces which appear in public forums such as Kiplinger.com. 3) American Provident - 9/1998 to Present. Co-Owner with Spouse. Not investment related. No business activity or service provided by this entity. Interest bearing account for business liquidity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-01-10

S65 Uniform Investment Adviser Law Examination

2008-01-10

Other Names

Steven Jurich
Steven Jurich

View on SEC IAPD