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161 E. Rivulon Blvd Suite 210, Gilbert, AZ 85297 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| UT | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2023-06-20 |
| AZ | RA | APPROVED | 2023-05-02 |
Branch Locations
161 E. Rivulon Blvd Suite 210, Gilbert, AZ 85297 • United States
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 |
|---|---|---|---|---|
| Gaylor Active Money Management | Phoenix | AZ | 07/2013 | 02/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2016 | 03/2019 |
| Oneamerica Securities | Scottsdale | AZ | 04/2019 | 04/2023 |
| Ensign Advisory Partners Llc | Gilbert | AZ | 01/2023 | Present |
| Ensign Partners | Gilbert | AZ | 03/2023 | Present |
1) Ensign Partners; Investment related: No; Location: 111 E Rivulon Blvd Suite 103 Gilbert AZ 85297 USA; Description: Marketing organization to business owners that offers integrated services; Position Title: Partner; Responsibilities Duties: Find and attract business owners; Start date: 2023-03-01; Hours per month during trading hours: 16; Hours per month outside trading hours: 0. 2) Joshua Kehm - Independent Insurance Agent; Investment related: Yes; Location: 111 E Rivulon Blvd Suite 103 Gilbert AZ 85297 USA; Nature of Business: Insurance product sales; Position Title: Independent Insurance Agent; Responsibilities: Provides recommendations and advice on insurance products; Duties: Recommending and advising clients on insurance products; State date: 2014-01-14; Hours per month during and outside trading hours: 3-4. 3) Ensign Insurance Partners; Nature of Business: Selling life/health/LTD/property and casualty/commercial insurance; Location: 111 E Rivulon Blvd Suite 103 Gilbert AZ 85297 USA; Title: Partner; State date: 12/2024; Hours per month during and outside trading hours: 1. (4) Ensign Partners Foundation, Inc. Position: Director. Duties: Administrative and operational duties of the foundation; Location: 111 E Rivulon Blvd Suite 103 Gilbert AZ 85297 USA; State date: 07/2021; Hours per month during and outside trading hours: 1. (5) Gilbert Chamber of Commerce. Position: Finance Committee Member. Duties: Reviewing the chamber's expenses, income, and providing guidance on cash usage. 119 N Gilbert Rd #101, Gilbert, AZ 85234. State date: 07/2024; Hours per month during and outside trading hours: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-28 |
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