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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-07-06 |
| TX | RA | APPROVED_RES | 2016-01-06 |
| VA | RA | APPROVED | 2016-01-05 |
Branch Locations
4317 Bonney Road, Virginia Beach, VA 23452 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
205 Storrs Rd, Mansfield Center, CT 06250 • United States
7137 E. Rancho Vista Dr. Ste. B27, Scottsdale, AZ 85251 • United States
20101 Sw Birch St Ste 130-D, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 01/2016 | Present |
| Custom Select Insurance | Virginia Beach | VA | 03/2010 | 09/2018 |
| Financial Solutions Group | Mount Airy | MD | 03/2010 | Present |
| Virginia Financial Planning | Virginia Beach | VA | 06/2011 | 05/2020 |
| Rocket Fuel Juice Bar | Norfolk | VA | 07/2015 | 10/2016 |
| Rental Property - Caxton Court | Virginia Beach | VA | 09/2013 | 09/2022 |
| Rental Property - Thalia Station | Virginia Beach | VA | 03/2011 | Present |
| Thalia Station Rental | Virginia Beach | VA | 03/2011 | Present |
| Pxp, Llc | Dutton | VA | 04/2018 | Present |
| Greenwich Partners, Llc | Suffolk | VA | 03/2019 | Present |
| Thalia Station Rental | Virginia Beach | VA | 03/2011 | Present |
| Caxton Court | Virginia Beach | VA | 09/2013 | 09/2022 |
| Philip Maliniak | Virginia Beach | VA | 03/2007 | Present |
| Malitracks, Llc | Virginia Beach | VA | 07/2020 | Present |
| Referral Real Estate Agent | Virginia Beach | VA | 02/2023 | 12/2024 |
1.) FINANCIAL SOLUTIONS GROUP - AGENT - NON-VARIABLE INSURANCE - AT. AIRY, MD - SINCE 03/2010 - INVESTMENT RELATED 2.) RENTAL PROPERTY THALIA STATION - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - VIRGINIA BEACH, VA - SINCE 03/2011 - INVESTMENT RELATED 3.) PXP, LLC - OWNER- REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - DUTTON, VA - SINCE 04/2018 - INVESTMENT RELATED 4.) GREENWICH PARTNERS, LLC - MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - SUFFOLK, VA - SINCE 03/2019 - INVESTMENT RELATED 5.) PHILIP MALINIAK - INSURANCE AGENT - NON-VARIABLE INSURANCE - VIRGINIA BEACH, VA - SINCE 03/2007 - INVESTMENT RELATED 6.) WEALTH AVENUE - CO-FOUNDER, OWNER, WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - VIRGINIA BEACH, VA - SINCE 01/2020 - INVESTMENT RELATED 7.) MALITRACKS, LLC - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - VIRGINIA BEACH, VA - SINCE 07/2020 - INVESTMENT RELATED 8.) RESERVOIR FINANCIAL - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - MANSFIELD CENTER, CT - SINCE 07/2021 - INVESTMENT RELATED 9.) MALINIAK & NABONG WEALTH ADVISORY SERVICES, LLC - MEMBER - PASS THROUGH ENTITY FOR TAX PURPOSES - VIRGINIA BEACH, VA - SINCE 03/2010 - NOT INVESTMENT RELATED 10.) OTSL/HRSC/NASSC - BOARD MEMBER/VICE PRESIDENT - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - VIRGINIA BEACH, VA - SINCE 06/2023 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-01 |
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