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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Financial Planners | Charlotte | NC | 02/2007 | Present |
| Lincoln Financial Securities Corporation | Gastonia | NC | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Gastonia | NC | 01/2025 | Present |
1. WEALTHPLAN FINANCIAL PARTNERS / LOWERY FINANCIAL GROUP, 1574-C UNION ROAD, GASTONIA, NC 28054 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 2/2007 HOURS PER MONTH: 90 HOURS PER MONTH DURING TRADING HOURS: 90 2. Lowery Financial Group, 1574-C UNION ROAD, GASTONIA, NC 28054 Category: Insurance Investment -Related: Yes Title: Agent Duties: offers accident insurance, disability insurance, fixed/indexed annuities, life settlements, long-term care insurance, and traditional life insurance products Start Date: 3/2016 Hours per month: 90 Hours per month during trading hours: 90
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-17 |
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