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Go Wealth Management CRD 290254
$208M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-03 |
Branch Locations
4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States
1757 E Baseline Road Suite 137, Gilbert, AZ 85233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kingswood Wealth Advisors, Llc | Gilbert | AZ | 06/2023 | 04/2024 |
| Jw Financial Consulting | Gilbert | AZ | 07/2013 | Present |
| Go Wealth Management | Eugene | OR | 04/2024 | Present |
2018: INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 20 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-27 |
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