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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-06-02 |
| LA | RA | APPROVED | 2024-07-23 |
| UT | RA | APPROVED | 2024-06-26 |
| TX | RA | APPROVED | 2023-11-06 |
| NY | RA | APPROVED | 2022-10-17 |
| AZ | RA | APPROVED | 2021-08-23 |
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 |
|---|---|---|---|---|
| Caliber Home Loans | Chandler | AZ | 08/2015 | 09/2016 |
| Calchoice Wealth Management Llc Dba Alphaone Wealth Strategies | Scottsdale | AZ | 06/2016 | 10/2021 |
| Lci Realty | Mesa | AZ | 05/2017 | 12/2020 |
| Granger & Brown Investments | Scottsdale | AZ | 04/2017 | 06/2018 |
| American Financial Education Alliance | Charlotte | NC | 04/2019 | 10/2023 |
| Calchoice Financial, Inc. | Scottsdale | AZ | 08/2015 | 10/2021 |
| Jpar Vantage | Mesa | AZ | 12/2020 | 11/2021 |
| Jason Stock, Pllc | Gilbert | AZ | 07/2017 | Present |
| Stronghold Capital Partners Llc | Gilbert | AZ | 07/2021 | Present |
| Stronghold Wealth Partners Llc | Scottsdale | AZ | 04/2021 | Present |
| Hedgehog Investments | Lehi | UT | 01/2023 | 06/2025 |
| Landing Rock | Pasadena | CA | 09/2023 | Present |
| Exp Realty | Chandler | AZ | 11/2021 | 01/2022 |
Jason Stock has a financial affiliated business as an insurance agent with Jason Stock, PLLC and Stronghold Wealth Partners LLC. He spends approximately 20% of his time transacting in insurance relating products. He also acts as a solicitor for third-party managers Portfolio Medics and Howard Capital Management, and Landing Rock, a banking institution that provides deposit accounts for clients. He spends approximately 5% of his time during market and non-market hours in this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-23 |
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