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Caleb Will Huftalin

Ridgeline Private Wealth

Mesa, AZ

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Current Employers
Ridgeline Private Wealth

2929 N Power Rd, Ste 101, Mesa, AZ 85215 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-07
FL RA APPROVED 2023-04-13
GA RA APPROVED 2022-07-13
IL RA APPROVED 2022-05-05
TX RA APPROVED_RES 2022-03-17
AZ RA APPROVED 2022-03-02
  • CA RA
    APPROVED
    Since 2023-11-07
  • FL RA
    APPROVED
    Since 2023-04-13
  • GA RA
    APPROVED
    Since 2022-07-13
  • IL RA
    APPROVED
    Since 2022-05-05
  • TX RA
    APPROVED_RES
    Since 2022-03-17
  • AZ RA
    APPROVED
    Since 2022-03-02

Branch Locations

2929 N Power Rd, Ste 101, Mesa, AZ 85215 • 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
Kalos Capital, Inc. Alpharetta GA 11/2015 10/2019
Kalos Management Alpharetta GA 12/2015 07/2018
Catalyst Wealth Management Suwanee GA 04/2018 04/2022
Ridgeline Wealth, Llc Mesa AZ 02/2022 Present
  • 11/2015 → 10/2019
    Kalos Capital, Inc.
    Alpharetta, GA
  • 12/2015 → 07/2018
    Kalos Management
    Alpharetta, GA
  • 04/2018 → 04/2022
    Catalyst Wealth Management
    Suwanee, GA
  • 02/2022 → Present
    Ridgeline Wealth, Llc
    Mesa, AZ
Previous Registrations
  • 2018-04-13 → 2022-04-22
    Catalyst Wealth Management
    Gilbert, AZ
    Mesa, AZ
  • 2015-12-17 → 2018-07-11
    Kalos Management
    Gilbert, AZ
    Ponte Vedra Beach, FL
  • 2011-12-07 → 2015-12-31
    Triad Advisors Llc
    Gilbert, AZ
    Suwanee, GA
    Gold Canyon, AZ
    Suwanee, GA
    Gilbert, AZ
    Gold Canyon, AZ
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-17
  • S66 Uniform Combined State Law Examination
    2011-11-17
Designations

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
REVTEK ADVISORS, LLC
LINCOLN INVESTMENT

Other Investors

MATT SCOTT LOEFFLER
BRIAN JONATHAN BLANCHARD
LAURA MARIE JENSEN
RYAN J RICEDORFF
CECILIA CATALINA HENRIQUEZ-BURGESS
Mason Jay Massow
DANNY LEE BRIMHALL
Daniel Bruce Massow

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · MESA, AZ
TRIBECA FINANCIAL, LLC · MESA, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Mesa, AZ
LPL FINANCIAL LLC · Mesa, AZ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MESA, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Mesa, AZ
EDWARD JONES · MESA, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Mesa, AZ

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