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1757 E Baseline Road Suite 118, Gilbert, AZ 85233 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-12-13 |
Branch Locations
1757 E Baseline Road Suite 118, Gilbert, AZ 85233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Guardian Advisory | Gilbert | AZ | 09/2017 | Present |
| Wealth Guardian Group | Gilbert | AZ | 02/2013 | Present |
| Miller & Sons Window Cleaning | Henderson | MI | 02/2017 | 07/2017 |
Wealth Guardian Group; Non-Investment related; Employee; Services provided include Insurance Sales and Service, Tax & Accounting, and Legal Document Preparation. Employment commenced on 02/2013 and utilizes approximately 50% of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-19 |
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