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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 | 2025-01-03 |
| TX | RA | APPROVED | 2015-09-15 |
Branch Locations
4317 Bonney Road, Virginia Beach, VA 23452 • United States
7137 E. Rancho Vista Dr. Ste. B27, Scottsdale, AZ 85251 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
20101 Sw Birch St Ste 130-D, Newport Beach, CA 92660 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 09/2015 | Present |
| Northstar Wealth Strategies | Fort Worth | TX | 09/2015 | 03/2024 |
| Aaron Petty | Fort Worth | TX | 09/2013 | Present |
1.) WEALTH AVENUE - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - VIRGINIA BEACH, VA - SINCE 03/2024 - INVESTMENT RELATED 2.) AARON PETTY - INSURANCE - NON-VARIABLE INSURANCE - FORT WORTH, TX - SINCE 09/2013 - INVESTMENT RELATED 3.) NEWPORT CHAMBER OF COMMERCE - MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - NEWPORT BEACH, CA - SINCE 01/2026 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-16 |
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