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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2006-08-25 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
3511 Bonita Bay Blvd Ste 2, Bonita Springs, FL 34134 • 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 |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 08/2006 | Present |
| Acadia Wealth Management, Llc | Estero | FL | 08/2006 | Present |
| Tenaron, Llc | Bonita Springs | FL | 01/2026 | Present |
| Tenarenta, Llc | Estero | FL | 09/2016 | Present |
| Acadia Wealth Management, Llc | Estero | FL | 08/2006 | Present |
| Silversource Data, Llc | Bonita Springs | FL | 02/2026 | Present |
1.) ACADIA WEALTH MANAGEMENT LLC - PRESIDENT & CEO - DBA NAME FOR MARKETING PURPOSES ONLY - BONITA SPRINGS, FL - SINCE 08/2006 - INVESTMENT RELATED 2.) TENARON, LLC - OWNER - POLLING - BONITA SPRINGS, FL - SINCE 01/2026 - INVESTMENT RELATED 3.) GULFSHORE PLAYHOUSE - FINANCE COMMITTEE MEMBER - REGIONAL PROFESSIONAL THEATER, OVERSEE THE DAY-TO-DAY INCOME AND EXPENDITURES REQUIRED TO OPERATE THIS NON-PROFIT ORGANIZATION - NAPLES, FL - SINCE 10/2015 - NOT INVESTMENT RELATED 4.) TENARENTA, LLC - OWNER - BOAT RENTAL - ESTERO, FL - SINCE 09/2016 - INVESTMENT RELATED 5.) SILVERSOURCE DATA, LLC - OWNER - CONDUCTING SURVEYS - BONITA SPRINGS, FL - SINCE 02/2026 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-10 |
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