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4775 E Camp Lowell Dr, Tucson, AZ 85712 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jamestown Wealth Management, Llc | Provo | UT | 03/2010 | 03/2017 |
| Sego Capital Management, Llc | Provo | UT | 04/2016 | 03/2017 |
| Ldv Holdings, Inc | Provo | UT | 07/2015 | 12/2017 |
| Mayfield Financial & Estate Protection Services, Inc | Tucson | AZ | 04/2017 | Present |
| Mayfield Investment Management, Llc | Tucson | AZ | 10/2018 | Present |
Mayfield Financial & Estate Protection Services, Inc (aka Mayfield Financial Group): This business is non-investment related and is an insurance agency. I am currently an insurance agent and the president of the firm. I started at Mayfield Financial & Estate Protection Services, Inc in April of 2017 as vice-president and now am sole-owner and president. This is my main business and requires 20 hours a week during securities trading hours where I manage the insurance activities of the firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-04 |
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