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14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-03 |
Branch Locations
14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetyme Financial Advisors, Llc | Phoenix | AZ | 07/2013 | 01/2021 |
| Henry Luong, Sole Proprietor | Frederick | MD | 01/2021 | Present |
| United States Patent And Trademark Office | Alexandria | VA | 10/2010 | Present |
| Lifetyme Financial Group, Llc | Frederick | MD | 01/2014 | 01/2021 |
| Csp Financial Group Llc | Scottsdale | AZ | 01/2021 | Present |
UNITED STATES PATENT AND TRADEMARK OFFICE; NON-INVESTMENT RELATED; ALEXANDRIA, VA; PATENT EXAMINER; 10/2010; APPROXIMATELY 180 HOURS/MONTH; 6.5 HOURS DURING SECURITIES TRADING HOURS. Henry The Luong, Sole Proprietor; Investment Related; Fredrick, MD; Insurance Agent; Fixed Insurance Sales; Started 01/2021; Approximately 16 hours per month spent on this activity during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-06 |
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