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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst28 years in industry

BECKI KATHLEEN SUTTON

Advisor at BKS WEALTH LLC

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:7b2a72b0-aa16-7633-69e9-07616a6bb6af

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 16, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BKS WEALTH LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 16, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Jan 13, 1998
First registration: Oct 16, 1997
Dual registered: no
Other names: BECKI KATHLEEN STEIDLEY|BECKI KATHLEEN STEIDLEY
IAPD individual key: 1859268

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BKS WEALTH LLC	State registered	Jan 10, 2024	n/a	yes	SCOTTSDALE, AZ	Current employment
JBL WEALTH STRATEGIES	n/a	Nov 15, 2021	Mar 29, 2024	no	EL CAJON, CA	Previous registration
WFA OF SAN DIEGO	Independent wealth	Jan 19, 2021	Nov 15, 2021	no	San Diego, CA\|SAN DIEGO, CA	Previous registration
FINANCIAL SENSE ADVISORS, INC.	Independent wealth	Jul 31, 2015	Apr 6, 2020	no	SAN DIEGO, CA	Previous registration
BRANDES INVESTMENT PARTNERS, LP	Other adviser	Oct 16, 1997	Dec 9, 2011	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
JBL WEALTH STRATEGIES	BKS WEALTH LLC	Mar 29, 2024	Jan 10, 2024	-79	Firm change after gap	Other
WFA OF SAN DIEGO	JBL WEALTH STRATEGIES	Nov 15, 2021	Nov 15, 2021	0	Firm change	Other
FINANCIAL SENSE ADVISORS, INC.	WFA OF SAN DIEGO	Apr 6, 2020	Jan 19, 2021	288	Firm change	RIA to new firm
BRANDES INVESTMENT PARTNERS, LP	FINANCIAL SENSE ADVISORS, INC.	Dec 9, 2011	Jul 31, 2015	1,330	Firm change after gap	Other

Relationships

Registered with (5)

→ BKS WEALTH LLCRegistered adviserregistration: current employment
Jan 10, 2024 to presentfactForm ADV
→ JBL WEALTH STRATEGIESRegistered adviserregistration: previous registration
Nov 15, 2021 to Mar 29, 2024factForm ADV
→ WFA OF SAN DIEGORegistered adviserregistration: previous registration
Jan 19, 2021 to Nov 15, 2021factForm ADV
→ FINANCIAL SENSE ADVISORS, INC.Registered adviserregistration: previous registration
Jul 31, 2015 to Apr 6, 2020factForm ADV
→ BRANDES INVESTMENT PARTNERS, LPRegistered adviserregistration: previous registration
Oct 16, 1997 to Dec 9, 2011factForm ADV

Dated events

Occurred
Mar 29, 2024
Advisor changed firm
Becki Kathleen Sutton left Jbl Wealth Strategies for Bks Wealth Llc (registered 2024-01-10)
Form ADVobserved 4 days ago