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2350 Nw 128Th St, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-11 |
Branch Locations
Prefered Wealth Management, Llc 1202 E. Maryland Ave. Suite 1J, Phoenix, AZ 85014 • United States
2350 Nw 128Th St, Urbandale, IA 50323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legatum Limited | Dubai | 03/2022 | 05/2022 | |
| University Impact | Provo | UT | 07/2020 | 02/2021 |
| Westmont College Aquatics Center | Santa Barbara | CA | 09/2019 | 02/2020 |
| Student - George Washington Online Academy | Dubai | 01/2016 | 08/2017 | |
| Full Time Student - Westmont College | Santa Barbara | CA | 08/2017 | 05/2021 |
| Student | Phoenix | AZ | 05/2021 | 11/2021 |
| Unemployed | Santa Barbara | CA | 06/2022 | 06/2023 |
| Preferred Wealth Management, Llc | Phoenix | AZ | 06/2024 | Present |
| Pro 10:22 1, 2, 3 | Phoenix | AZ | 06/2023 | Present |
| Unemployed | Phoenix | AZ | 11/2021 | 03/2022 |
| Independent Wealth Network, Inc. | Phoenix | AZ | 03/2026 | Present |
1. Preferred Financial Group, LLC.; Investment Related; 1202 E. Maryland Ave. Suite 1J, Phoenix, AZ 85014; Marketing Firm for Securities Products; Administrative Assistant; 06/2024; 35 hours per month; 35 during trading hours; day-to-day administrative duties 2. Preferred Group, LLC.; Investment Related; 1202 E. Maryland Ave. Suite 1J, Phoenix, AZ 85014; Marketing Firm for Insurance Products; Administrative Assistant 06/2024 and Insurance Agent; 03/2026; 35 hours per month; 35 during trading hours; market and sell fixed insurance products and day-today duties 3. Zupancic Financial Group, Inc.; Not Investment Related; 1202 E. Maryland Ave. Suite 1J, Phoenix, AZ 85014; Holding Company of Preferred Group and Preferred Financial Group; Administrative Assistant; 06/2024; 35 hours per month; 35 during trading hours; day-to-day administrative duties 4. Preferred Wealth Management, LLC.; Investment Related; 1202 E. Maryland Ave. Suite 1J, Phoenix, AZ 85014; dba Preferred Wealth Management, LLC. in which securities are offered through Independent Wealth Network; Administrative Assistant 06/2024 and Independent Adviser Representative; 03/2026; 35 hours per month; 35 during trading hours; help manage investment accounts 5. Pro 10:22 1, Pro 10:22 2, Pro 10:22, 3; Not Investment Related; Phoenix, AZ; Rental Property; Owner; 06/2023; 5 hours per month; 0 during trading hours; manage rental properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-22 |
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