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17851 N 85Th St Suite 270, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encompass More, A Division Of Verity Asset Management | Durham | NC | 03/2022 | 08/2022 |
| Appreciation Financial | Henderson | NV | 07/2016 | 07/2022 |
| Encompass More Asset Management, Llc | Danville | CA | 08/2022 | 05/2023 |
| Dna Wealth Partners, Llc | Scottsdale | AZ | 02/2021 | 12/2023 |
| Sun Valley Wealth Management, Llc | Scottsdale | AZ | 12/2023 | Present |
| Sun Valley Advisory, Llc | Scottsdale | AZ | 01/2024 | Present |
1. Sun Valley Wealth Management, LLC; Investment-related; Scottsdale, AZ; Financial Services - annuity sales; President; President; 01/2024; 120 a month/120during market hours; Managing clients, paying expenses and overseeing the financial aspect of the business. 2. Radio Show personality on Cover your Assets with Logan and Don; investment related; Scottsdale, Arizona; Financial radio show; Co-host; 12/2021 to present; 4-5 hours per month, 4-5 hours during trading, radio show personality. 3. Radio show contributor to the Seth Liebsohn Show; non-investment-related; Phoenix, Arizona; Political radio show; On-air contributor; May 2026 Three times weekly; 1 hour per month; 1 hour during trading hours; provide on-air commentary about culture and economics.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-24 |
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