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14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-03-29 |
| CA | RA | APPROVED | 2014-07-07 |
| AZ | RA | APPROVED | 2012-02-21 |
Branch Locations
14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetyme Financial Advisors, Llc | Scottsdale | AZ | 01/2012 | Present |
| Lifetyme Financial Group, Llc | Scottsdale | AZ | 01/2014 | Present |
| Independent Insurance Agent | Scottsdale | AZ | 06/2004 | Present |
| Allstar Financial Group, Llc | Scottsdale | AZ | 04/2011 | Present |
1.INDEPENDENT AGENT;NON-INVESTMENT RELATED; SCOTTSDALE, AZ; SALES AND SERVICE OF MEDICARE SUPPLEMENTS; INDEPENDENT AGENT; NOVEMBER 2007. 2. LIFETYME FINANCIAL GROUP, LLC; INVESTMENT RELATED; SCOTTSDALE AZ; INSURANCE PRODUCTS SALES AND SERVICES; INSURANCE AGENT; JANUARY 2014. 3. ALLSTAR FINANCIAL GROUP, LLC; SCOTTSDALE, AZ; INSURANCE PRODUCTS SALES AND SERVICES; INSURANCE AGENT; APRIL 2011. 50% OF TIME SPENT IN INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-07 |
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