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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-17 |
Branch Locations
1138 N Alma School Rd, Mesa, AZ 85201 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Panera Bread | Mesa | AZ | 08/2016 | 09/2017 |
| Church Service Mission | San Jose | 09/2017 | 09/2019 | |
| Banner Health | Mesa | AZ | 10/2017 | 01/2018 |
| Tax Express Pllc | Mesa | AZ | 12/2018 | 12/2025 |
| Galloway Asset Management Llc | Mesa | AZ | 07/2022 | 12/2023 |
| School | Mesa | AZ | 01/2013 | 05/2017 |
| Summit Global Investments | Bountiful | UT | 12/2023 | 12/2025 |
| Modern Wealth Management, Llc | Mesa | AZ | 12/2025 | Present |
| Dt Financial Llc | Mesa | AZ | 01/2025 | Present |
Business Name: DT Financial LLC Investment Related: No Address: 9300 E Carol Ave Mesa, AZ 85208 Nature: Tax Preparation Position: Self-Employed Relationship with Other business: None Start: 01/2025 Hours devoted per month: 5-10 hours Hours devoted during securities trading hours: 0 Hours My duties: I prepare tax returns for individuals and businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-20 |
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