Jack C. Biltis

TAG WEALTH MANAGEMENT

Phoenix, AZ 85024

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CRD#: 5473437

Professional summary

Jack Charles Biltis, who also goes by Lorne Charles Biltis, is a registered financial professional currently at TAG WEALTH MANAGEMENT, LLC located in Phoenix, Arizona.

Jack is registered as a RR (Registered Representative) and started their career in finance in 2008. Jack has worked at 1 firm and has passed the Series 66, Series 52TO, Series 99TO, Series 79TO, SIE, Series 7, Series 53, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Lorne Charles Biltis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jack Charles Biltis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 14, 2008 - Present

TAG WEALTH MANAGEMENT, LLC

Office #1: 20815 N Cave Creek Road, Phoenix, AZ 85024Office #2: 20815 N Cave Creek Road, Phoenix, AZ 85024

CRD#: 1357

Phoenix, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(11/24/2010)

Exams

State Security Law Exam

IAR

Series 66

Date: 2/28/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 9/25/2025

Municipal Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/7/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 1/7/2011

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 11/1/2010

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/8/2008

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TAG WEALTH MANAGEMENT, LLC

DIAMOND BAY SECURITIES CORP. | TAG WEALTH MANAGEMENT, LLC | TAG WEALTH MANAGEMENT, INC | JOHN BURTON & CO., INC.

CRD#: 1357 / SEC#: , 8-14485

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

20815 N Cave Creek Road, Phoenix, AZ 85024

Mailing Address

20815 N Cave Creek Road, Phoenix, AZ 85024

Phone number

(623) 792-9300

Established

Arizona since 12/16/2011

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (1 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
THE BILTIS FAMILY TRUST DATED JANUARY 1, 2010	PARENT COMPANY TRUST / OWNER
BILTIS, JACK CHARLES	PRESIDENT, FNOP, GSP, MUNICIPAL PRINCIPAL	5473437
MESHUGENA VENTURES, INC	PARENT COMPANY / OWNER
TAYLOR, TRACY DONALD	RC/RDP/CCO	1257628

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jack C. Biltis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jack Charles Biltis's CRS (Customer Relationship Summary).

Certified licenses

Experience

State Registrations and Notice Filings

Exams

Series 66

Date: 2/28/2008

Series 52TO

Date: 9/25/2025

Series 99TO

Date: 1/2/2023

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/7/2008

Series 53

Date: 1/7/2011

Series 27

Date: 11/1/2010

Series 24

Date: 4/8/2008

FINRA

Current Firm

TAG WEALTH MANAGEMENT, LLC

Contact information

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

TAG WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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