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8817 E. Bell Road Suite 201, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED_RES | 2022-04-07 |
| AZ | RA | APPROVED | 2017-02-01 |
Branch Locations
8817 E. Bell Road Suite 201, Scottsdale, AZ 85260 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dana Whiting Financial, Llc | Scottsdale | AZ | 02/2003 | Present |
| Quarles & Brady, Llp | Scottsdale | AZ | 11/2014 | 10/2017 |
| Dana Whiting Law, Pllc | Scottsdale | AZ | 10/2017 | Present |
| Jet Probate, Llc | Scottsdale | AZ | 01/2020 | Present |
Unless otherwise stated, all following businesses are in Scottsdale, AZ, are not investment related and represent fewer than 5 hours per month, substantially all during trading hours: (1) Jet Probate, LLC; formed to provide probate services; since 01/2020; (2) Dana Law Office Building LLC, formed to own real estate, Managing Member, since 02/2007; (3) Royal Meridian LLC, formed to own real estate, Managing Member, since 03/2006;(4) Dana Freeway Building LLC, formed to own real estate, Managing Member (indirect through trust), since 11/2008;(5) Rancho Allegre at Willow Creek Inc., homeowners association formed to manage personal vacation property, President, Mesa, AZ, since 04/2003; (6) Turbo Lawyer LLC, legal software business, Member, since 06/2013, (7)Dana Law Firm PA, previously established as an estate planning law firm, no longer practicing law, founder and Managing Partner, since 05/1989; (8) 30 Acre Desert Northwest LLC, formed to hold real estate, member, since 07/2005; (9) Lawyer's Fiduciary, LLC, formed to provide fiduciary services to legal estate planning clients, managing member, since 5/2015 (10) Dana Rosa, LLC, formed to own vacation property, managing member (indirect through trust), since 04/2013; (11) Law Partners LLC, formed as legal software business, not currently actively engaged in business, since 3/2013; (12) Estate Planning Source LLC, formed as legal software business, not currently actively engaged in business, since 5/2012; (13) Valley Heritage Foundation; nonprofit organization, since 3/31/2003; (14) Dana Bayside Cove, LLC; formed to own vacation property, managing member (indirect through trust, since 09/2021; (14) Lifeguard Law, LLC; formed to provide estate planning services; since 12/2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-01 |
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