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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 | 2012-06-27 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
Fountain Hills, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gold & Associates | Phoenix | AZ | 07/2007 | 03/2019 |
| United Planners' Financial Services | Scottsdale | AZ | 06/2012 | Present |
| Dave Ramesy's Smartdollar | Brentwood | TN | 08/2015 | 07/2018 |
| Team Up | Phoenix | AZ | 08/2015 | Present |
| New Market Wealth Management | Phoenix | AZ | 01/2012 | Present |
| Creative Business Resources (Cbr) | Scottsdale | AZ | 06/2016 | 07/2018 |
| Gold & Associates | Phoenix | AZ | 06/2012 | 03/2019 |
| Capital Analyst | Los Angeles | CA | 03/2019 | Present |
| Matthew Wilson | Fountain Hills | AZ | 10/2022 | Present |
1.) TEAM UP - Marketing Specialist - DBA NAME FOR MARKETING PURPOSES ONLY - FOUNTAIN HILLS, AZ - SINCE 08/2015 - INVESTMENT RELATED 2.) NEW MARKET WEALTH MANAGEMENT - OWNER - DBA FOR MARKETING AND TAX PURPOSES - PHOENIX, AZ - SINCE 01/2012 - NOT INVESTMENT RELATED 3.) CAPITAL ANALYST - Partner - DBA NAME FOR MARKETING PURPOSES ONLY - LOS ANGELES, CA - SINCE 03/2019 - INVESTMENT RELATED 4.) LANDMARK WEALTH ADVISORS - MARKETING SPECIALIST - DBA NAME FOR MARKETING PURPOSES ONLY - FOUNTAIN HILLS, AZ - SINCE 01/2020 - INVESTMENT RELATED 5.) CITADEL PLANS - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - FOUNTAIN HILLS, AZ - SINCE 09/2020 - INVESTMENT RELATED 6.) MATTHEW WILSON - AGENT - NON-VARIABLE INSURANCE - FOUNTAIN HILLS, AZ - SINCE 10/14/22 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-31 |
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