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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-08 |
Branch Locations
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personalized Financial | Scottsdale | AZ | 03/2022 | Present |
| Davinci Digital | Scottsdale | AZ | 01/2018 | Present |
| Picmonic | Tempe | AZ | 09/2014 | 11/2018 |
| Arizona State University | Tempe | AZ | 08/2018 | 12/2018 |
| Synapse Studios | Tempe | AZ | 08/2019 | 11/2021 |
| Arizona State University | Tempe | AZ | 08/2014 | 12/2017 |
| Tanner German, Pllc | Phoenix | AZ | 05/2022 | Present |
| Personalized Financial | Scottsdale | AZ | 01/2022 | 03/2022 |
| Iams Wealth Management | Omaha | NE | 07/2023 | Present |
| Golfcoursehomes.COm, Llc | Phoenix | AZ | 06/2023 | Present |
1) DAVINCI DIGITAL; NON-INVESTMENT RELATED; 3820 E POTTER DR., PHOENIX, AZ 85050; WEB DESIGN AND DEVELOPMENT CONSULTING; PRINCIPAL; 01/2018; APPROX. 8 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; PROVIDE CONSULTING IN RELATION TO WEB DESIGN AND WEB DEVELOPMENT. 2) TANNER GERMAN, PLLC; NON-INVESTMENT RELATED; 3820 E POTTER DR., PHOENIX, AZ 85050; REAL ESTATE SALES, RENTAL, AND LEASING; REAL ESTATE SALESPERSON; 05/2022; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; SALESPERSON FOR REAL ESTATE, RENTALS, AND LEASING. 3) PERSONALIZED FINANCIAL; INVESTMENT ADVISOR REPRESENTATIVE & MANAGING PARTNER; 18219 N. 66th Pl., Phoenix, AZ 85054; INVESTMENT ADVISORY SERVICES; 40 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS. 4) GOLFCOURSEHOMES.COM, LLC; FOUNDING MEMEBER; NON-INVESTED RELATED; 3820 E POTTER DR., PHOENIX, AZ 85050; MARKETING SERVICES; 8 HOURS PER MONTH DURING TRADING AND NON TRADING HOURS; MARKETING SERVICES FOR REAL STATE AGENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-29 |
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