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8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-17 |
| AZ | RA | APPROVED | 2018-04-09 |
Branch Locations
8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intel Corp | Chandler | AZ | 06/2014 | 09/2017 |
| Pinnacle Financial Advisors | Tempe | AZ | 09/2017 | 02/2018 |
| Seros Financial Llc | Tempe | AZ | 09/2017 | 02/2018 |
| Keffeler Inc | Phoenix | AZ | 01/2012 | Present |
| Bakk Investment Llc | Phoenix | AZ | 01/2012 | Present |
| Pinnacle Achievement Group, Llc Dba Pinnacle Financial Advisors | Tempe | AZ | 09/2017 | 02/2018 |
| Bryce Keffeler | Tempe | AZ | 09/2017 | 08/2021 |
| Dew Wealth Management | Scottsdale | AZ | 03/2018 | Present |
1) KEFFELER INC - Director and shareholder- Agriculture holding and operations companies - NOT INVESTMENT RELATED - 01/01/2012 - ADDRESS: , Phoenix AZ , United States 2) BAKK INVESTMENT LLC - Director and shareholder - Agriculture holding and operations companies - NOT INVESTMENT RELATED - 01/02/2012 - ADDRESS: , Phoenix AZ , United States
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-26 |
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