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1423 S. Higley Road Suite #128, Mesa, AZ 85206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-03-11 |
Branch Locations
1423 S. Higley Road Suite #128, Mesa, AZ 85206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Planning Strategies Llc | Mesa | AZ | 12/1998 | Present |
| Tribeca Financial, Llc | Mesa | AZ | 04/2007 | 02/2019 |
| Wealth Resource Investment Advisors Llc | Mesa | AZ | 02/2019 | Present |
Investment adviser representative with another investment advisory firm; Wealth Resource Investment Advisors LLC. Insurance agent, and self-employed by Wealth Planning Strategies LLC, a licensed Insurance Agency. Manager of Turnkey Management LLC, our family office
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-31 |
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