Tanya Michelle Escobedo

Current Employers

Employment History

• 03/2016 → 01/2017
  Dynamic Wealth Advisors
  Scottsdale, AZ
• 01/2017 → 03/2025
  Dynamic Wealth Advisors
  Scottsdale, AZ
• 02/2026 → Present
  Williams & Novak Wealth Management
  Westlake Village, CA
• 03/2025 → 09/2025
  Unemployed
  Phoenix, AZ
• 09/2025 → 02/2026
  Ascensus
  Phoenix, AZ
• 10/2025 → Present
  Enterprise Sage
  Phoenix, AZ

Previous Registrations

• 2017-03-28 → 2025-03-24
  Dynamic
  Gilbert, AZ
  Phoenix, AZ
  San Tan Valley, AZ
• 2013-05-23 → 2015-10-28
  Freedom Day Solutions, Llc
  Houston, TX
• 2011-03-08 → 2012-07-19
  Ubs Financial Services Inc.
  The Woodlands, TX
• 2009-06-01 → 2010-07-14
  Morgan Stanley
  Las Vegas, NV
• 1997-07-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Las Vegas, NV
  Las Vegas, NV

Other Businesses

Enterprise Sage/Partner and COO - not regulated. Non-investment in nature - 100% remote/working from my home. - We are a Business Wealth Navigator - performing valuations to identify wealth creation gaps for family offices, businesses, franchisor/franchisee and other high net-worth clients. Once gaps are identified, we assist with introductions to industry specialists that can fill gaps. - Started 10/1/2025 - working approx. 15 flexible hrs per week My responsibilities are: Support CEO and other team members by managing firm contractual commitments, HR, quality control, client/partner introductions and implementation, billing, CRM workflow development/maintenance and supervising all other operations related activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-08
• S63 Uniform Securities Agent State Law Examination
  1994-11-01

Other Names

• Tanya Burt
• Tanya Smith
• Tanya Michelle Burt