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9516 Clay Station Road, Wilton, CA 95693 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-03-14 |
| CA | RA | APPROVED | 2018-07-06 |
| TX | RA | APPROVED_RES | 2018-06-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Securities Service Network | Roseville | CA | 09/2012 | 10/2016 |
| United Planners Financial Services | Scottsdale | AZ | 10/2016 | 08/2019 |
| Stites Financial Consulting | Wilton | CA | 05/2018 | Present |
| United Planners | Roseville | CA | 10/2016 | 08/2019 |
STITES FINANCIAL CONSULTING - Owner - Insurance sales of Life, Health, Disability and Long Term Care. - Wilton, CA - SINCE 01/01/2008 - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-01 |
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