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3303 E Baseline Rd Ste 112, Gilbert, AZ 85234 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2013-08-29 |
Branch Locations
3303 E Baseline Rd Ste 112, Gilbert, AZ 85234 • United States
22211 S Ellsworth Rd, Queen Creek, AZ 85142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tetrant Llc | Gilbert | AZ | 09/2009 | Present |
| Tetrant Financial | Gilbert | AZ | 10/2013 | Present |
| Tetrant Legal | Gilbert | AZ | 10/2016 | Present |
| Dana & Associates | Mesa | AZ | 03/2017 | 06/2018 |
TETRANT LLC IS THE ENTITY THAT CONDUCTS ALL OTHER BUSINESS RELATED TO MY ESTATE AND FINANCIAL PLANNING/WEALTH MANAGEMENT PRACTICE THAT DOES NOT FALL UNDER THE RIA FUNCTIONALITY OF TETRANT FINANCIAL. SOME OF THESE OUTSIDE ACTIVITIES INCLUDE: ESTATE PLANNING, BROKERING INSURANCE (LIFE, HEALTH, DISABILITY, HOME, AND AUTO), BROKERING INVESTMENTS THAT ARE NOT READILY AVAILABLE THROUGH MY RIA CUSTODIANS (THIS IS DONE THROUGH CAMBRIDGE INVESTMENT RESEARCH, INC. - CURRENT BROKER DEALER), AND ANY CONSULTING OR PHILANTHROPIC ACTIVITIES THAT I AM INVOLVED IN ALSO WORK THROUGH THE TETRANT LLC. THE MAJORITY OF MY BUSINESS EXPENSES SUCH AS PAYROLL, SOFTWARE, RENT, ASSOCIATION DUES, MARKETING, ETC. ARE FLOWED THROUGH THE TETRANT LLC AS WELL. A SEPARATE SET OF BOOKS IS KEPT FOR EACH LLC AS WELL AS SEPARATE BANK ACCOUNTS. TETRANT LLC WORKS IN TANDEM WITH TETRANT ADVISORY LLC TO PROVIDE ALL OF THE NECESSARY SERVICES AND PRODUCTS NEEDED FOR A COMPREHENSIVE FINANCIAL PLAN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-22 |
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