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20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-19 |
| CA | RA | APPROVED | 2024-01-16 |
| NV | RA | APPROVED | 2024-01-16 |
| OR | RA | APPROVED | 2024-01-16 |
| NE | RA | APPROVED | 2023-11-22 |
| NY | RA | APPROVED | 2021-11-30 |
| UT | RA | APPROVED | 2021-11-30 |
| WA | RA | APPROVED | 2021-11-30 |
| TX | RA | APPROVED_RES | 2018-12-27 |
| AZ | RA | APPROVED | 2018-05-04 |
Branch Locations
20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
813 North Beaver Street, Flagstaff, AZ 86001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wt Wealth Management, Llc | Scottsdale | AZ | 01/2018 | Present |
| Four Peaks Wealth Management, Llc | Flagstaff | AZ | 05/2015 | 12/2017 |
1) Fixed Insurance, Investment related, 813 N Beaver St Flagstaff, AZ 86001, Insurance, Agent, 10/12/2021, less than 8 hours monthly, 0 during trading hours, sell fixed insurance products 2) Bridge Church, Not investment related, Flagstaff, AZ, Associate Pastor, Board Member and Finance Committee Member 3) Intelligent Investing with Glenn Leest Podcast, Investment related, Radio Host, Airs weekly podcast
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-14 |
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