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17851 N 85Th St Suite 270, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-04 |
Branch Locations
17851 N 85Th St Suite 270, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Appreciation Financial | Henderson | NV | 10/2015 | 05/2022 |
| Dna Wealth Partners, Llc | Scottsdale | AZ | 05/2022 | 05/2023 |
| Encompass More Asset Management, Llc | Danville | CA | 08/2022 | 05/2023 |
| Cadaret Grant & Co., Inc. | Scottsdale | AZ | 05/2023 | 05/2024 |
| Alpha Omega Wealth, Llc | Scottsdale | AZ | 05/2023 | 05/2024 |
| Sun Valley Advisory, Llc | Scottsdale | AZ | 05/2024 | Present |
| Sun Valley Wealth Management, Llc | Scottsdale | AZ | 05/2024 | Present |
1. Radio Show personality on Cover your Assets with Logan and Don; investment related; Scottsdale, Arizona; Financial radio show; Co-host; 12/2022 to present; 4-5 hours per month, 4-5 hours during trading hours, radio show personality. 2. Sun Valley Wealth Management, LLC; Investment-related; Scottsdale, AZ; Financial Services - annuity sales; COO/Advisor; 01/2024; 80 hours a month; 80 during market hours; Managing clients and overseeing the business. 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 | 2022-07-06 |
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