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2069 Willow Creek Road, Prescott, AZ 86301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-21 |
| AZ | RA | APPROVED | 2016-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montoya Wealth Management | Prescott | AZ | 10/2016 | Present |
| Montoya Wealth Management | Prescott | AZ | 06/2016 | Present |
| Casual Miracles | Prescott | AZ | 01/2014 | 01/2017 |
| Montoya Wealth Management | Prescott | AZ | 03/2020 | 09/2020 |
| Montoya Tax Services Llc | Prescott | AZ | 01/2023 | Present |
| Monberg Real Estate Holdings Llc | Prescott | AZ | 12/2020 | Present |
Montoya Tax Services LLC; not investment related; 2069 Willow Creek Road, Prescott Arizona; managing member of LLC; started 01/2023; approximately 8 hours per month during trading hours; No relationship with or referrals between this business activity and the RIA firm. Monberg Real Estate Holding LLC; not investment related; 2100 Miramonte Drive, Prescott Arizona; started 12/2020; approximately 8 hours per month during trading hours; No relationship with or referrals between this business activity and the RIA firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-03 |
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