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14358 N Frank Lloyd Wright Blvd. Suite 8, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-08-08 |
| AZ | RA | APPROVED | 2014-08-07 |
Branch Locations
14358 N Frank Lloyd Wright Blvd. Suite 8, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Scottsdale | AZ | 06/2006 | Present |
| Donald E. Burton, Llc D/B/A Burton Wealth Management | Scottsdale | AZ | 08/2014 | Present |
(1) 07/29/2014 - DONALD E.BURTON LLC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - TIME SPENT 80 HOURS PER MONTH - SCOTTSDALE, AZ (2) 12/16/2021 - Burton Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin - Start Date: 08/04/2014 - 80 Hours Per Month/80 Hours During Securities Trading - I provide administrative support to Burton Wealth Management, an independent investment advisor firm. I started this business activity in 12/2014. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-10 |
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