Company Name:
TAG WEALTH MANAGEMENT, LLC
Address:
SUITE 401, 20815 N CAVE CREEK ROAD, PHOENIX, AZ 85024
CRD Number:
1357
CIK Number:
15681
SEC File Number:
814485
Financial Regulator:
SEC/ FINRA
Registration started
Ended
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
CDR: 5473437
JACK BILTIS
LORNE CHARLES BILTIS
started on 2008-02-14
CDR: 1257628
TRACY TAYLOR
started on 2010-11-26
CDR: 5868436
SANDRA SAAD
SANDRA CRAMER SANDRA ANN SOTO SANDY SOTO
started on 2011-04-12
CDR: 5865105
WENDY STANLEY
WENDY A SCHMITZ WENDY STANLEY
started on 2011-02-08
CDR: 1257628
TRACY TAYLOR
ended on 2012-10-02
CDR: 1257628
TRACY TAYLOR
started on 2014-04-01
CDR: 5865105
WENDY STANLEY
WENDY A SCHMITZ WENDY STANLEY
ended on 2014-04-10
CDR: 1200138
GEORGE KAISER
CHUCK G KAISER JR G CHARLES KAISER JR
started on 2015-04-14
CDR: 1200138
GEORGE KAISER
CHUCK G KAISER JR G CHARLES KAISER JR
ended on 2015-09-29
CDR: 5868436
SANDRA SAAD
SANDRA CRAMER SANDRA ANN SOTO SANDY SOTO
ended on 2016-05-03
CDR: 5582015
MATTHEW KELLER
started on 2018-03-07
CDR: 2287891
CHARLES DUNN
CHARLES W DUNN CHARLIE DUNN
started on 2018-03-20
CDR: 5582015
MATTHEW KELLER
ended on 2018-04-19
CDR: 2287891
CHARLES DUNN
CHARLES W DUNN CHARLIE DUNN
ended on 2018-04-19
CDR: 7307684
Andrew Taylor
started on 2021-03-04



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