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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-03-05 |
Branch Locations
2150 South 1300 East Suite 110, Salt Lake City, UT 84106 • United States
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 07/2009 | 10/2017 |
| Yellowstone Partners | Idaho Falls | ID | 05/2009 | 02/2018 |
| Dynamic Wealth Advisors Dba Fortress Asset Management | Scottsdale | AZ | 02/2018 | Present |
Mr. Wiscomb is an Independent Insurance Agent and sells various insurance and annuity products and receives commissions in connection with these products if implemented by clients. Mr. Wiscomb spends approximately 1% of his time involved in this activity. Art Classic LLC: Mr. Wiscomb manages the purchase of art from his wife's foundation. Not investment related. Evotics LLC: Mr. Wiscomb is a silent member of this LLC. He provided money for the parent company to buy interest in this and there is no current business activity. Not investment related. J&D Enterprises LLC: Mr. Wiscomb is a member of this family owned LLC. He is co-owner with his wife. Not investment related. Order with Ease: Mr. Wiscomb is a silent partner and owns 50% of this is an import company that provides products to restaurants and other companies. Not investment related Sun Valley Property LLC: Mr. Wiscomb is co-owner with his wife on this property. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-20 |
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