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Andrea Michelle Whitmire

Go Wealth Management

Eugene, OR

Gilbert, AZ

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Current Employers
Go Wealth Management

4710 Village Plaze Loop Suite 240, Eugene, OR 97401 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-05-03
  • AZ RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

2018: INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 20 HOURS PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-27
  • S65 Uniform Investment Adviser Law Examination
    2023-04-27

View on SEC IAPD

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