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2162 E Williams Field Rd Suite 111, Gilbert, AZ 85295 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-27 |
| AZ | RA | APPROVED | 2021-04-12 |
Branch Locations
2162 E Williams Field Rd Suite 111, Gilbert, AZ 85295 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stewardship Financial | Gilbert | AZ | 08/2015 | 07/2021 |
| Stewardship Planning, Llc | Gilbert | AZ | 11/2015 | 07/2021 |
| Redeem Wealth Management | Mesa | AZ | 03/2021 | Present |
1. REDEEM MORTGAGE; PARTNER (25%); NOT INVESTMENT-RELATED; START DATE: 2026 — MORTGAGE LENDING; 2162 E WILLIAMS FIELD RD STE 111, GILBERT, AZ 85295; LESS THAN 10 % OF TIME SPEND DURING SECURITIES TRADING HOURS. 2. REDEEM TAX; PARTNER; NOT INVESTMENT-RELATED; START DATE 01/01/2026; TAX PREPARATION SERVICES; 2162 E WILLIAMS FIELD RD STE 111, GILBERT, AZ 85295; LESS THAN 10 % OF TIME SPEND DURING SECURITIES TRADING HOURS. 3. REDEEM WEALTH INSURANCE; PARTNER (50%); INVESTMENT-RELATED; LESS THAN 10 % OF TIME SPEND DURING SECURITIES TRADING HOURS; INSURANCE SALES AND SERVICE; 2162 E WILLIAMS FIELD RD STE 111, GILBERT, AZ 85295; INCLUDING DURING MARKET HOURS. START DATE 10/20/2021. 4. ARIZONA ELDER SERVICES, LLC DBA CAREPATROL; PARTNER (25%); NOT INVESTMENT-RELATED; START DATE 01/01/2025 — SENIOR CARE PLACEMENT/REFERRAL SERVICES; 2162 E WILLIAMS FIELD RD STE 111, GILBERT, AZ 85295; LESS THAN 10 % OF TIME SPEND DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-07 |
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