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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-24 |
| ID | RA | APPROVED | 2024-09-23 |
| TX | RA | APPROVED | 2024-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Eagle | ID | 02/2015 | 09/2024 |
| Osaic Wealth Inc | Caldwell | ID | 09/2024 | Present |
1. STRATEGIC PLANNING PARTNERS, LLC POSITION: Author NATURE: I was asked by the software company Wolters Kluwer (www.wolterskluwer.com) to author papers on several investment topics for their software clients. I will be anonymous, and no credit or authorship will be disclosed. The topics are: Buy-Sell Agreements for Closely Held Businesses Alternative Investments Wealth Management and Investment Advisory Risk Management and Insurance Planning Financial and Retirement Planning The software they are building is for all their CPA clients to click on a topic and gather additional information, such as a client letter, a semi-detailed explanation, and finally a step-by-step guide for further explanation to their clients. The articles are informative and "agnostic," simply providing relevant information to educate CPAs. 2. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2025 ADDRESS: 15450 Markham Place, Caldwell ID 83607, United States DESCRIPTION: Author the above articles.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-29 |
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