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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-02-08 |
| TX | RA | APPROVED | 2020-09-30 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
Willow Park, TX • 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 |
|---|---|---|---|---|
| Wfg Investments, Inc. | Fort Worth | TX | 01/2014 | 10/2016 |
| Wfg Advisors, Lp | Fort Worth | TX | 01/2014 | 10/2016 |
| Palmer Nunn Wealth Management | Fort Worth | TX | 01/2014 | Present |
| Kms Financial Services, Inc. | Seattle | WA | 10/2016 | 09/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 09/2020 | Present |
| Jarrod Nunn | Ft Worth | TX | 04/2014 | Present |
| Rental | Arlington | TX | 04/2018 | Present |
1.) PALMER NUNN WEALTH MGMT - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - WILLOWPARK, TX - SINCE 01/2014 - INVESTMENT RELATED 2.) JARROD NUNN - ACTIVE AGENT - NON-VARIABLE INSURANCE - FT. WORTH, TX - SINCE 04/2014 - INVESTMENT RELATED 3.) RENTAL - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - ARLINGTON, TX - SINCE 04/2018 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-14 |
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