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17015 North Scottsdale Road Suite 250, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-10-03 |
| TX | RA | APPROVED | 2018-10-01 |
Branch Locations
17015 North Scottsdale Road Suite 250, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Scottsdale | AZ | 11/2009 | 10/2018 |
| Capital Wealth Alliance Llc Dba Next Chapter Advisory Group Llc | Scottsdale | AZ | 10/2018 | Present |
| Kingswood Capital Partners, Llc | Scottsdale | AZ | 10/2018 | Present |
(1) Capital Wealth Insurance LLC - No - 17015 N Scottsdale Rd Ste 250 Scottsdale AZ 85255 - Insurance - Agent - 10/2/18 - 5hrs/mo - 5hrs/mo during trading hrs - Insurance agent 2) Capital Welath Alliance LLC - Yes - 17015 N Scottsdale Rd Ste 250 Scottsdale AZ 85255 - RIA - Advisor - 10/2/18 - 120hrs/mo - 120hrs/mo during trading hrs - Investment advisor 3) Next Chapter Advisory Group - No - 17015 N Scottsdale Rd Ste 250 Scottsdale AZ 85255 - Operating company/DBA - Owner - 5hrs/mo - 0hrs/mo during trading hrs - DBA 4)Restore Financial, LLC - not investment related - 6214 E Pershing Ave Scottsdale, AZ 85254 - debt repair referral affiliate for M Powering America - 1/6/2023 - less than 5 hours - 2 hours - refer individuals with unsecured debt to specialists at M Powering America and receive referral compensation if they sign up to get debt repair
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-17 |
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