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16427 North Scottsdale Road Suite 410, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-31 |
| TX | RA | APPROVED | 2025-01-03 |
Branch Locations
1452 Hughes Rd Suite 232, Grapevine, TX 76051 • United States
16427 North Scottsdale Road Suite 410, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Centennial | CO | 12/2015 | 11/2016 |
| Rocky Mountain Wealth Architects Llc | Phoenix | AZ | 11/2015 | 10/2021 |
| Integrum Wealth Management, Llc | Phoenix | AZ | 07/2017 | 10/2021 |
| Vcandidates.cOm, Inc. | Scottsdale | AZ | 06/2018 | 05/2019 |
| Sky High Real Estate Llc | Phoenix | AZ | 01/2019 | 09/2019 |
| Arizona Foothills Tax Accounting Inc. | Phoenix | AZ | 01/2021 | 10/2021 |
| Ironwood Wealth Management, Llc | Chandler | AZ | 10/2021 | 04/2022 |
| Atlas Lifestyle Planning Group Llc | Phoenix | AZ | 12/2022 | 02/2023 |
| Atlas Risk Management Group | Phoenix | AZ | 12/2022 | 02/2023 |
| Ironwood Wealth Management, Llc | Chandler | AZ | 12/2021 | 05/2022 |
| Integrum Wealth Management | Phoenix | AZ | 10/2017 | 12/2021 |
| Rocky Mountain Wealth Architects | Centennial | CO | 02/2017 | 01/2018 |
| John H. Boyle Holdings Inc. | Phoenix | AZ | 06/2022 | 11/2022 |
| Ascent Capital Partners Llc | Dallas | TX | 01/2025 | Present |
| Gpw And Associates, Inc. | Phoenix | AZ | 02/2023 | 12/2024 |
John H. Boyle Holdings Inc.; No; Grapevine, TX; Holding Company; CEO; 12/2022; 1hr./mo.; 0hr./mo.; Governance & Finance. Ascent Tax Advisers, LLC: No; Grapevine, TX; Accounting & Tax Services; Managing Director; 12/2024; 160hr./mo. Governance, Marketing, Operations, & Finance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-28 |
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