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5011 N. Granite Reef Road, Scottsdale, AZ 85250 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-06 |
| AZ | RA | APPROVED | 2017-01-12 |
Branch Locations
5011 N. Granite Reef Road, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spirit West Certified Planning, Llc | Scottsdale | AZ | 08/2014 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 08/2014 | 01/2017 |
| Spirit West Advisors, Llc | Scottsdale | AZ | 01/2017 | Present |
| Mojave Land Group, Llc | Scottsdale | AZ | 08/2004 | Present |
| 39Th Street Properties, Llc | Scottsdale | AZ | 07/2005 | 09/2024 |
(1) SPIRIT WEST CERTIFIED PLANNING, LLC; INV-RELATED; 4147 N GOLDWATER BLVD, SUITE 101, SCOTTSDALE, AZ 85251; INSURANCE SALES; OWNER/INSURANCE AGENT; START 08/2014; 80 HRS/MO; (2) MOHAVE LAND GROUP, LLC; INV-RELATED; BARE LAND REAL ESTATE INVESTING; NON-MANAGING MEMBER; START 2004, LESS THAN ONE HOUR A MONTH SPENT ON ACTIVITY (3) 39th Street Properties, LLC; INV-RELATED; BARE LAND REAL ESTATE INVESTING; MANAGING MEMBER; START 2005, LESS THAN ONE HOUR A MONTH SPENT ON ACTIVITY (4) Spirit West Heritage LLC; Not INV-RELATED; HOLDING COMPANY FOR COMMERCIAL REAL ESTATE; START 2018; LESS THAN ONE HOUR A MONTH SPENT ON ACTIVITY (5) Spirit West Scottsdale LLC; Not INV-RELATED; HOLDING COMPANY FOR COMMERCIAL REAL ESTATE; START 2021; LESS THAN ONE HOUR A MONTH SPENT ON ACTIVITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-12 |
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