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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-23 |
Branch Locations
3478 Buskirk Ave. Ste. 1000 #3, Pleasant Hill, CA 94523 • United States
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hansen & Associates Financial Group, Inc. | Sacramento | CA | 01/2019 | 12/2019 |
| Mcneil Financial | Alamo | CA | 03/2007 | 12/2018 |
| Hansen & Associates Financial Group, Inc. | Sacramento | CA | 01/2019 | 12/2019 |
| Liberty Wealth Management, Llc | Oakland | CA | 07/2024 | 03/2025 |
| Midland National Life | Martinez | CA | 01/2020 | 06/2024 |
| Tamura Financial | Martinez | CA | 04/2025 | Present |
| United Planners Financial Services | Scottsdale | AZ | 02/2026 | Present |
| Tracy Tamura | Martinez | CA | 04/2007 | Present |
1.) TRACY TAMURA - INSURANCE AGENT - NON-VARIABLE INSURANCE - MARTINEZ, CA - SINCE 04/2007 - INVESTMENT RELATED 2.) TANDEM FINANCIAL ADVISORS - MANAGING PARTNER/FOUNDER - DBA NAME FOR MARKETING PURPOSES ONLY - MARTINEZ, CA - SINCE 02/2026 - INVESTMENT RELATED 3.) TANDEM FINANCIAL ADVISORS, LLC - MANAGING PARTNER, FOUNDER - LIMITED LIABILITY COMPANY - MARTINEZ, CA - SINCE 02/2026 - NOT INVESTMENT RELATED
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