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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-10-19 |
| TX | RA | APPROVED_RES | 2020-10-12 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parks Wealth Management Inc | Yuma | AZ | 07/2008 | 08/2020 |
| Independent Financial Group, Llc | Yuma | AZ | 05/2012 | 08/2020 |
| Entrust Financial Partners, Llc | Yuma | AZ | 06/2020 | 10/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 10/2020 | Present |
| Daniel Parks | Yuma | AZ | 09/2020 | Present |
| Estatedocs Pro | Yuma | AZ | 01/2024 | Present |
1.) DANIEL PARKS - AGENT - NON-VARIABLE INSURANCE - YUMA, AZ - SINCE 09/2020 - INVESTMENT RELATED 2.) ENTRUST WEALTH MANAGEMENT - REGISTERED SECURITIES PRINCIPAL, PRINCIPAL, PARTNER, MANAGING PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - YUMA, AZ - SINCE 01/2013 - INVESTMENT RELATED 3.) ESTATEDOCS PRO - REFERRAL PARTNER - ESTATE PLANNING - YUMA, AZ - SINCE 01/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-23 |
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