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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-09-15 |
| CA | RA | APPROVED | 2021-09-07 |
| TX | RA | APPROVED_RES | 2021-09-06 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
515 Marin Street, Suite 300, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steel Peak Wealth Management | 21650 Oxnard Street, Suite 2300, Woodland Hills | CA | 06/2017 | 09/2021 |
| Uber | Valencia | CA | 04/2017 | 01/2018 |
| Wokcanos | Valencia | CA | 01/2016 | 04/2017 |
| Dynamic Wealth Advisors Dba Crestview Capital Management | Phoenix | AZ | 09/2021 | Present |
Alec Zari offers insurance products from his business location in California through an AZ Wealth management LLC. Insurance Sales, this is investment related and Alec spends less than 5% of his time on this activity and receives commissions when he selss these products. This is investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-29 |
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