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20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-28 |
Branch Locations
20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
813 N Beaver St, Flagstaff, AZ 86001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Flagstaff | AZ | 09/2021 | 02/2024 |
| Jp Morgan Securities Llc | Flagstaff | AZ | 09/2021 | 02/2024 |
| Wells Fargo Bank, N.A. | Flagstaff | AZ | 09/2014 | 08/2021 |
| Wt Wealth Management, Llc | Flagstaff | AZ | 02/2024 | 09/2025 |
| Wt Wealth Management, Llc | Flagstaff | AZ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-16 |
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