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14555 N Scottsdale Rd Suite 320, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-08 |
Branch Locations
14555 N Scottsdale Rd Suite 320, Scottsdale, AZ 85254 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ardent Wealth Management, Inc. | Scottsdale | AZ | 10/2013 | 04/2023 |
| Lpl Financial, Llc | Phoenix | AZ | 07/2016 | 01/2019 |
| External Executive Team, Llc | Scottsdale | AZ | 12/2018 | Present |
| Lifeworks Advisors, Llc | Scottsdale | AZ | 01/2023 | Present |
| Crosswise Insurance Agency, Llc | Scottsdale | AZ | 09/2018 | Present |
| Ardent Wealth Management Inc. | Scottsdale | AZ | 11/2024 | Present |
1. Insurance Agent; Crosswise Insurance Agency; 14555 N Scottsdale Rd, Suite 320, Scottsdale, AZ 85254 ; Since 09/2018; Investment related; Ownership interest; Approximately 15 hours spent per month 2. Patricia is dually-registered with Ardent Wealth Management and Lifeworks Advisors, LLC. Patricia has served as an investment advisor representative for Ardent Wealth Management since 11/2024 and an investment advisor representative with Lifeworks Advisors, LLC since 1/2023. Business is conducted from 14555 N Scottsdale Rd, Suite 320, Scottsdale, AZ 85254. Approximately 70% of Patricia's time is for services as an investment advisor representative. 3. President; External Executive Team, LLC; 14555 N Scottsdale Rd, Suite 320, Scottsdale, AZ 85254; Since 06/2017; Non-investment related; Ownership interest; Approximately 25 hours spent per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-14 |
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