Dillon Reza Kazemi

Current Employers

Employment History

• 08/2014 → 09/2022
  Pfs Investments Inc.
  Gilbert, AZ
• 04/2013 → 09/2022
  Primerica Financial Services
  Gilbert, AZ
• 08/2016 → 05/2017
  Nicolet National Bank
  Green Bay, WI
• 05/2017 → 05/2017
  Green Bay Seven-Up Bottling Company
  Green Bay, WI
• 05/2018 → 09/2022
  Thompson Financial Group
  Wausau, WI
• 09/2021 → 02/2022
  Maids On The Spot
  Mesa, AZ
• 12/2021 → 12/2022
  G&M Mortgage
  Albuquerque, NM
• 09/2022 → 12/2023
  Cape Securities, Inc.
  Mcdonough, GA
• 09/2022 → 05/2024
  Terra Wealth Management, Llc
  Gilbert, AZ
• 04/2024 → Present
  Modern Wealth Llc
  Chandler, AZ

Previous Registrations

• 2022-09-30 → 2024-06-03
  Terra Wealth
  High Point, NC
  Gilbert, AZ
• 2017-01-23 → 2022-09-19
  Pfs Investments Inc.
  Wausau, WI
  Scottsdale, AZ
  Gilbert, AZ

Other Businesses

1. Independent INSURANCE AGENT WITH INSURANCE MARKETING, SALES AND SERVICE, DEVOTES 40 HOURS PER MONTH WITH ALL DURING TRADING HOURS. 2. I am a silent owner in a bookkeeping business (not an accounting firm) with no responsibilities in the day-to-day activities of the business. 3. My wife owns 80% of a company that offers short term rentals. I have no ownership in the company and answer financial questions from time to time. 4. Founding Partner at Modern Wealth Insurance Services LLC; Investment related: Yes; Location of the business: 249 E Chicago Street, Suite 128 Chandler Arizona 85225; Description of the business: Insurance agency handling life, disability, LTC, and annuities; Start date with business: 2024-08-09; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 30. 5. Consultant at Desert Bay Properties LLC; Investment related; 2751 S Sailors Way Gilbert Arizona 85295; Description of the business: Wife-owned rental business. I provide paid advice, ideas, and occasional hands-on help. ;Responsibilities Duties: Provide strategic guidance, manage finances, coordinate with vendors, and mediate owner disputes to support company direction and operational harmony; Start date: 2025-08-01; 0 Hours per month devoted to business during trading hours; 3 Hours per month devoted to business outside trading hours; 2 Percent of total yearly compensation expected to be derived from the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-31
• S63 Uniform Securities Agent State Law Examination
  2014-08-18