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17550 North Perimeter Drive Suite 100, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-14 |
Branch Locations
17550 North Perimeter Drive Suite 100, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buttonwood Capital Management | Scottsdale | AZ | 06/2023 | Present |
| Unemployed | Scottsdale | AZ | 02/2023 | 06/2023 |
| Stoa | Phoenix | AZ | 02/2022 | 02/2023 |
| Unemployed | Scottsdale | AZ | 11/2021 | 02/2022 |
| Paycom | Austin | TX | 01/2021 | 11/2021 |
| Factset | Austin | TX | 06/2015 | 01/2021 |
| Lpl Financial Llc | Scottsdale | AZ | 09/2023 | Present |
1) 09/25/2023 - Buttonwood Capital Management - DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s) - Start Date 08/24/2023 - Time Spent 100% 2) 12/10/2025 - Buttonwood Capital Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/14/2025 - 160 hours per month/ 120 hours during trading - I provide investment advisory services through Buttonwood Capital Management, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-02 |
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