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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2120 University Blvd. W., Jacksonville, FL 32217 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Jacksonville | FL | 06/2005 | 05/2021 |
| United Planners Financial Services | Scottsdale | AZ | 05/2021 | Present |
1.) CAPITAL DIMENSIONS WEALTH MANAGEMENT - MANAGING MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - JACKSONVILLE, FL - SINCE 06/2005 INVESTMENT RELATED 2.) HYVEST - PURCHASER/OWNER - PURCHASE TAX CERTIFICATES - JACKSONVILLE, FL - SINCE 01/1990 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-11-02 |
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