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Current Employers
Golden Acre Wealth Management

Scottsdale, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-08-13
  • AZ RA
    APPROVED
    Since 2025-08-13

Branch Locations

Scottsdale, AZ • 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
Golden Acre Wealth Management Scottsdale AZ 06/2025 Present
Iowa State University Ames IA 08/2024 05/2025
Charles Schwab And Co. Phoenix AZ 06/2024 08/2024
Iowa State University Ames IA 08/2021 05/2025
Mariner Wealth Advisors Austin TX 05/2023 08/2023
Cusb Bank Cresco IA 05/2022 08/2022
Cresco Country Club Cresco IA 04/2021 08/2021
Crestwood High School Cresco IA 08/2017 05/2021
Kwik Trip Inc. Cresco IA 08/2019 07/2020
Crestwood Junior High Cresco IA 08/2014 08/2019
  • 06/2025 → Present
    Scottsdale, AZ
  • 08/2024 → 05/2025
    Iowa State University
    Ames, IA
  • 06/2024 → 08/2024
    Charles Schwab And Co.
    Phoenix, AZ
  • 08/2021 → 05/2025
    Iowa State University
    Ames, IA
  • 05/2023 → 08/2023
    Mariner Wealth Advisors
    Austin, TX
  • 05/2022 → 08/2022
    Cusb Bank
    Cresco, IA
  • 04/2021 → 08/2021
    Cresco Country Club
    Cresco, IA
  • 08/2017 → 05/2021
    Crestwood High School
    Cresco, IA
  • 08/2019 → 07/2020
    Kwik Trip Inc.
    Cresco, IA
  • 08/2014 → 08/2019
    Crestwood Junior High
    Cresco, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-25
S66 Uniform Combined State Law Examination 2025-05-12
  • S65 Uniform Investment Adviser Law Examination
    2025-06-25
  • S66 Uniform Combined State Law Examination
    2025-05-12

View on SEC IAPD

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