Best Investors Account Sign in
Current Employers
Stoker Ostler, A Part Of Bmo Financial Group

4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-12
TX RA APPROVED 2026-07-24
  • AZ RA
    APPROVED
    Since 2026-08-12
  • TX RA
    APPROVED
    Since 2026-07-24

Branch Locations

4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 02/2015 02/2017
Stoker Ostler Wealth Advisors Scottsdale AZ 02/2017 03/2020
Stoker Ostler Wealth Advisors Scottsdale AZ 04/2020 01/2024
Stoker Ostler Wealth Advisors Scottsdale AZ 02/2024 Present
  • 02/2015 → 02/2017
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 02/2017 → 03/2020
    Stoker Ostler Wealth Advisors
    Scottsdale, AZ
  • 04/2020 → 01/2024
    Stoker Ostler Wealth Advisors
    Scottsdale, AZ
  • 02/2024 → Present
    Stoker Ostler Wealth Advisors
    Scottsdale, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-03-10
  • S63 Uniform Securities Agent State Law Examination
    2015-03-10
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor