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2069 Willow Creek Road, Prescott, AZ 86301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-21 |
| AZ | RA | APPROVED | 2016-09-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montoya Wealth Management Group Llc | Prescott | AZ | 07/2016 | Present |
| Montoya Tax Services Llc | Prescott | AZ | 01/2023 | Present |
| Monberg Real Estate Holdings Llc | Prescott | AZ | 12/2020 | Present |
| City Of Prescott | Prescott | AZ | 11/2021 | Present |
Montoya Tax Services LLC; not investment related; 2069 Willow Creek Road, Prescott Arizona; managing member of LLC; started 01/2023; approximately 8 hours per month during trading hours; No relationship with or referrals between this business activity and the RIA firm. Monberg Real Estate Holding LLC; not investment related; 2100 Miramonte Drive, Prescott Arizona; started 12/2020; approximately 8 hours per month during trading hours; No relationship with or referrals between this business activity and the RIA firm. City of Prescott; not investment related; City Council Member, started 11/2021; approximately 60 hours per month during trading hours; No relationship with or referrals between this business activity and the RIA firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-16 |
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