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16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-27 |
| AZ | RA | APPROVED | 2020-11-30 |
Branch Locations
16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Equity Corporation | Scottsdale | AZ | 08/2013 | 12/2018 |
| Brightwealth Enterprises, Llc | Scottsdale | AZ | 08/2024 | Present |
| Brightphoenix Management, Llc | Scottsdale | AZ | 12/2016 | 08/2024 |
| Acrylic Financial, Inc. | Scottsdale | AZ | 11/2020 | Present |
1) BrightWealth Enterprises, LLC runs a financial training academy called BrightWealth Academy. I am the senior financial trainer and personality on training videos. I receive commission as a percentage of online video training sales. 2) I am also an Insurance Agent & CEO for BrightAdvisor, LLC another company managed by BrightWealth Enterprises, LLC. I receive commission on insurance and annuity products sold as paid by the carriers. 3) Managing Partner - Tax Strategy, Planning Services, LoopHole Review and Related Advice ; Is the business investment related: Yes ; Location of the business: 16930 E. Palisades Boulevard, Suite 100N Fountain Hills, AZ 85268; Description of the business: Provide tax planning and tax-efficiency consulting services, including review of tax returns and coordination of tax-related strategies; Responsibilities Duties: Meeting with clients and coordinating with CPAs and estate planning attorneys regarding tax and financial planning matters; reviewing tax returns; assisting with estate and financial planning analysis; and supporting business development activities.; Start date with business: 2023-10-09; Hours per month devoted to business during trading hours: 60; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 10;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-10 |
| S66 | Uniform Combined State Law Examination | 2013-11-15 |
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