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16220 N Scottsdale Rd Suite 300, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-20 |
| WA | RA | APPROVED | 2024-03-07 |
| AK | RA | APPROVED | 2023-12-11 |
| AZ | RA | APPROVED | 2023-10-27 |
Branch Locations
16220 N Scottsdale Rd Suite 300, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tbg Financial, Llc Dba The Boyle Group Wealth Management | Seattle | WA | 01/2016 | 09/2023 |
| Sea Mar Community Health Centers | Seattle | WA | 08/2013 | 10/2018 |
| Radix Wealth Llc | Scottsdale | AZ | 09/2023 | Present |
| Radix Wealth Llc | Scottsdale | AZ | 04/2023 | Present |
| Tbg Financial, Llc Dba The Boyle Group Wealth Management | Seattle | WA | 07/2021 | 09/2023 |
Insurance producer with various insurance companies & agencies. Investment related. Owner of Kierland Insurance Services, LLC, Scottland, AZ, a licensed insurance agency, since April 2024. Position: Insurance Producer Start date (month/year): 07/2021 Hours per month & how many are during trading hours: 5 hours, both during and after market hours Duties: Insurance producer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-15 |
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