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8700 East Vista Bonita Drive Suite 216, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-15 |
| AZ | RA | APPROVED | 2023-07-19 |
Branch Locations
8700 East Vista Bonita Drive Suite 216, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 07/2004 | 07/2017 |
| The Master Planning Group, Inc. | Scottsdale | AZ | 09/2004 | Present |
| Premier Southwest Planning Group, Llc | Scottsdale | AZ | 05/2011 | 04/2024 |
| The O.N.INvestment Management Co. | Cincinnati | OH | 05/2014 | 07/2017 |
| Premier Estate Planning | Surprise | AZ | 09/2020 | 03/2025 |
| Life Wise Planning Group Llc | Scottsdale | AZ | 06/2023 | Present |
1)The Master Planning Group, Inc.; INVESTMENT RELATED; 14500 N NORTHSIGHT BLVD STE 101 SCOTTSDALE, AZ 85260; INSURANCE SALES; AGENT; 09/2004 TO PRESENT; 40 HRS PER MONTH; SALE OF LIFE, HEALTH, DISABILITY AND LONG TERM CARE PRODUCTS, EQUITY INDEXED ANNUITIES. 2) Child's Wish Ministry; Not Investment Related; Scottsdale, AZ; Non-profit ministry; Board Member; Start date 01/2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-02 |
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