Individual Firm
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BRENT MATTHEW
BRENT MATTHEW WILSON, BRENT WILSON
CRD#: 4264117
IA
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SCOTTSDALE WEALTH ADVISORY LLCCRD#: 285907 8501 N. SCOTTSDALE ROAD
SUITE 205
PARADISE VALLEY, AZ 85253
SUITE 205
PARADISE VALLEY, AZ 85253
0
Disclosures
20
Years of Experience
View By:
State Registrations
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Arizona 12/2/2016
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Ohio 10/4/2019
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Colorado 3/28/2022
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Texas 1/12/2017
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Illinois 11/8/2019
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Registered with this firm since 12/2/2016
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 11/17/2017 - 12/20/2018 | PARADISE VALLEY, AZ | |
B | 04/15/2014 - 11/23/2016 | Tucson, AZ | |
IA | 01/03/2012 - 11/01/2016 | TUCSON, AZ | |
B | 09/18/2013 - 03/10/2014 | TUCSON, AZ | |
B | 05/22/2009 - 08/26/2011 | TUCSON, AZ | |
B | 03/31/2006 - 05/31/2007 | NEWPORT BEACH, CA | |
IA | 05/30/2003 - 01/13/2006 | HENDERSON, NV | |
B | 05/30/2003 - 01/13/2006 | SAN FRANCISCO, CA | |
B | 04/05/2002 - 07/11/2002 | DETROIT, MI | |
B | 06/07/2001 - 01/14/2002 | PURCHASE, NY |
TUCSON, AZ
09/18/2013 - 03/10/2014
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.