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Thomas Henry Goetzinger

Msh Capital Advisors LLC

Scottsdale, AZ

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Current Employers
Msh Capital Advisors Llc

23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2020-08-25
  • AZ RA
    APPROVED
    Since 2020-08-25

Branch Locations

23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Umb Bank Scottsdale AZ 04/2015 08/2020
Msh Capital Advisors Llc Scottsdale AZ 08/2020 Present
Candor Wealth Advisors Llc Scottsdale AZ 08/2020 Present
  • 04/2015 → 08/2020
    Umb Bank
    Scottsdale, AZ
  • 08/2020 → Present
    Scottsdale, AZ
  • 08/2020 → Present
    Candor Wealth Advisors Llc
    Scottsdale, AZ
Previous Registrations
  • 2015-02-25 → 2015-04-01
    Ffec Wealth Partners Llc
    Scottsdale, AZ
    Glendale, AZ
Other Businesses

AUG 2020; CANDOR WEALTH ADVISORS LLC, SCOTTSDALE, AZ; INVESTMENT RELATED; INVESTMENT ADVISORY; MANAGING PARTNER, PORTFOLIO MANAGER; CLIENT INVESTMENT MANAGEMENT; DEVOTE 160-200 HRS/MONTH, 8 HRS PER DAY DURING MARKET HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-11
S63 Uniform Securities Agent State Law Examination 2010-11-15
  • S65 Uniform Investment Adviser Law Examination
    2020-08-11
  • S63 Uniform Securities Agent State Law Examination
    2010-11-15
Designations
Other Names
  • Thomas Goetzinger

View on SEC IAPD

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