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7001 North Scottsdale Road Suite 2055, Scottsdale, AZ 85253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-04-03 |
Branch Locations
7001 North Scottsdale Road Suite 2055, Scottsdale, AZ 85253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Retirement Solutions | Peoria | AZ | 07/2013 | 07/2017 |
| Ae Wealth Management Llc | Topeka | KS | 10/2016 | 09/2017 |
| Royal Fund Management, Llc Dba Wayfinder Wealth Management | The Villages | FL | 09/2017 | 04/2019 |
| Bayntree Wealth Advisors, Llc | Scottsdale | AZ | 03/2019 | Present |
OTHER BUSINESS NAME: BAYNTREE PLANNING GROUP, LLC; INVESTMENT RELATED; 6720 NORTH SCOTTSDALE ROAD, SUITE 340, SCOTTSDALE, AZ 85253; NATURE OF OTHER BUSINESS: STATE LICENSED INSURANCE AGENCY OWNERSHIP: NONE START DATE: 03/2019 HOURS: APPROXIMATELY EIGHTY HOURS/MONTH & 4 HOURS/DAY DURING TRADING HOURS DUTIES: INSURANCE RECOMMENDATIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-20 |
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