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3930 E Ray Road Suite 170, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2012-05-04 |
Branch Locations
3930 E Ray Road Suite 170, Phoenix, AZ 85044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sovereign Finance Llc | Phoenix | AZ | 08/2008 | Present |
| Sovereign Investment Advisors Llc | Phoenix | AZ | 03/2009 | Present |
1.) Starting 08/2008 Mr. Monteiro spends 25% of his time during market hours working for Sovereign Consulting as a Senior Vice President. 2.) Starting 12/01/2025 Mr. Monteiro is an owner of a home being operated as a short term rental spending approximately 8-10 hours a month during non trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-20 |
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