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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-09-06 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
100 S. Main Ave. Ste. 203, Sidney, OH 45365 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | St Marys | OH | 06/2007 | 07/2018 |
| Prudential Insurance Company Of America | Saint Marys | OH | 09/2007 | 07/2018 |
| Mccrate, Delaet Financial Advisors, Llc | Sidney | OH | 08/2018 | Present |
| 1St Global Captial Corp | Sidney | OH | 08/2018 | 10/2019 |
| 1St Global Advisors, Inc | Sidney | OH | 08/2018 | 10/2019 |
| Avanatx Insurance Services, Inc. | Sidney | OH | 08/2018 | 09/2022 |
| Avantax Advisory Services | Sidney | OH | 10/2019 | 09/2022 |
| Avantax Investment Services, Inc. | Sidney | OH | 10/2019 | 09/2022 |
| United Planners Financial Services | Scottsdale | AZ | 09/2022 | Present |
| Bradley A Hoge | Sidney | OH | 09/2007 | Present |
| Mccrate Wealth Management Llc | Sidney | OH | 09/2022 | Present |
1.) MCCRATE WEALTH MANAGEMENT, LLC - MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - SIDNEY, OH - SINCE 05/2022 - INVESTMENT RELATED 2.) BRADLEY A HOGE - AGENT - NON-VARIABLE INSURANCE - SIDNEY, OH - SINCE 09/2007 - INVESTMENT RELATED 3.) MCCRATE WEALTH MANAGEMENT LLC - MEMBER - PASS THROUGH ENTITY FOR LP DISTRIBUTIONS - SIDNEY, OH - SINCE 09/2022 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-09 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-10 |
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