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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-07 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
Prosper, TX • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Southwest Securities Inc | Plano | TX | 10/2012 | 09/2018 |
| Signal Securities, Inc. | Fort Worth | TX | 10/2018 | 01/2019 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 01/2019 | Present |
| Jamey C. Graham | Prosper | TX | 08/2001 | Present |
| Graham Wealth Management | Prosper | TX | 12/2018 | Present |
1.) JAMEY C. GRAHAM - AGENT - NON-VARIABLE INSURANCE - PROSPER, TX - SINCE 08/2001 - INVESTMENT RELATED 2.) GRAHAM WEALTH MANAGEMENT - PRINCIPLE - DBA NAME FOR MARKETING PURPOSES ONLY - PROSPER, TX - SINCE 12/2018 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-20 |
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