0001336488-16-000004.txt : 20160511 0001336488-16-000004.hdr.sgml : 20160511 20160511134533 ACCESSION NUMBER: 0001336488-16-000004 CONFORMED SUBMISSION TYPE: 13F-NT/A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160511 DATE AS OF CHANGE: 20160511 EFFECTIVENESS DATE: 20160511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stoker Ostler Wealth Advisors CENTRAL INDEX KEY: 0001336488 IRS NUMBER: 860862232 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-NT/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-11481 FILM NUMBER: 161639243 BUSINESS ADDRESS: STREET 1: 4900 N. SCOTTSDALE RD STREET 2: SUITE #2600 CITY: SCOTTSDALE STATE: AZ ZIP: 85251 BUSINESS PHONE: 480-890-8088 MAIL ADDRESS: STREET 1: 4900 N. SCOTTSDALE RD STREET 2: SUITE #2600 CITY: SCOTTSDALE STATE: AZ ZIP: 85251 FORMER COMPANY: FORMER CONFORMED NAME: Private Wealth Management, Inc. DATE OF NAME CHANGE: 20050818 13F-NT/A 1 primary_doc.xml 13F-NT/A LIVE false true false 0001336488 XXXXXXXX 03-31-2016 03-31-2016 true 1 RESTATEMENT Stoker Ostler Wealth Advisors

4900 N. SCOTTSDALE RD SUITE #2600 SCOTTSDALE AZ 85251

13F NOTICE 028-11481 0000927971 BANK OF MONTREAL /CAN/ N Dragan Lazich 312-461-3722 Dragan Lazich Chicago IL 03-31-2016