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1734 E. Boston St. Ste. 103, Gilbert, AZ 85295 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-07 |
Branch Locations
1734 E. Boston St. Ste. 103, Gilbert, AZ 85295 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Church Of Jesus Christ Of Latter Day Saints | Las Vegas | NV | 01/2015 | 01/2017 |
| Clark Community College | Vancouver | WA | 01/2017 | 05/2019 |
| Benedictine University | Mesa | AZ | 05/2019 | 05/2023 |
| Home Depot | Mesa | AZ | 09/2019 | 04/2020 |
| Maximum Senior Benefits | Mesa | AZ | 06/2020 | 06/2021 |
| Brightguide Financial | Gilbert | AZ | 05/2023 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 07/2023 | Present |
| Brightguide Investment Advisors, Llc | Gilbert | AZ | 12/2025 | Present |
1.) BrightGuide Financial; Yes Investment Related; 1734 E. Boston St. Suite 103, Gilbert, AZ 85295; Insurance Sales; Financial Advisor; START DATE: 07/2023; Approx. 05 hours a month; Approx. 35 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-18 |
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