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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 | 2023-08-14 |
| NH | RA | APPROVED | 2023-08-01 |
Branch Locations
1599 E Orangewood Ave Suite 150, Phoenix, AZ 85020 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Holbrook | NY | 10/2015 | 08/2023 |
| American Portfolios Advisors, Inc | Holbrook | NY | 10/2015 | 08/2023 |
| United Planners Financial Services | Scottsdale | AZ | 08/2023 | Present |
| Mark William Vroman | Oviedo | FL | 08/2002 | Present |
| Jcr Settlements, Llc | Scottsdale | AZ | 12/2019 | Present |
| Garrison Settlements | Scottsdale | AZ | 08/2023 | Present |
1.) RADIANT WEALTH PLANNING - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - OVIEDO, FL - SINCE 06/2017 - INVESTMENT RELATED 2.) GARRISON FINANCIAL, LLC - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - SCOTTSDALE, AZ - SINCE 08/2023 - INVESTMENT RELATED 3.) GARRISON SETTLEMENTS - SETTLEMENT PLANNER - TRUST RELATED SERVICES - SCOTTSDALE, AZ - SINCE 08/2023 - INVESTMENT RELATED 4.) COLLABORATIVE SETTLEMENTS, LLC - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - OVIEDO, FL - SINCE 12/2019 - INVESTMENT RELATED 5.) JCR SETTLEMENTS, LLC - SETTLEMENT PLANNER - STRUCTURED SETTELEMENTS - SCOTTSDALE, AZ - SINCE 12/2019 - INVESTMENT RELATED 6.) MARK WILLIAM VROMAN - LIFE & HEALTH PRODUCER - NON-VARIABLE INSURANCE - OVIEDO, FL - SINCE 08/2002 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-17 |
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