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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-08 |
| AZ | RA | APPROVED | 2016-02-22 |
| TX | RA | APPROVED | 2016-02-03 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
20860 N Tatum Blvd, Phoenix, AZ 85050 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Castle Preschool & Playtime, Llc | Anthem | AZ | 03/2006 | Present |
| The Urness Group, Llc | Phoenix | AZ | 09/2012 | Present |
| Deer Valley Credit Union | Phoenix | AZ | 07/2012 | 04/2022 |
| Jpkc Kingdom Ventures Llc | Phoenix | AZ | 02/2013 | Present |
| Lpl Financial, Llc | Phoenix | AZ | 02/2016 | Present |
| Wealthcare Advisory Partners Llc | Phoenix | AZ | 02/2016 | Present |
1. 2/1/2016: JPKC Kingdom Ventures LLC - Investment Related - Anthem, AZ - Business Entity For Tax/Investment Purposes Only - Started 2/1/2013 - 4 Hours Per Month/0 Hours During Securities Trading - Time Spent 2%. 2. 2/1/2016: FocalPoint Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 0%. 3. 2/18/2016: Wealthcare Advisory Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 200 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - IAR. 4. 10/22/2018 - Other - Seminar speaker - Investment Related - Phoenix, AZ - Start Date:10/18/2018 - 1 Hours Per Month/1 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-29 |
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