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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-13 |
| AZ | RA | APPROVED | 2024-10-28 |
Branch Locations
6263 N Scottsdale Rd Suite 140, Scottsdale, AZ 85250 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| U S Army National Guard | Phoenix | AZ | 05/2007 | 05/2017 |
| Lpl Financial Llc | Phoenix | AZ | 10/2012 | 01/2018 |
| Private Advisor Group, Llc | Phoenix | AZ | 10/2012 | 01/2018 |
| Sharpepoint, Llc | Phoenix | AZ | 01/2018 | 05/2019 |
| Vinity Financial Group, Llc | Scottsdale | AZ | 06/2019 | 04/2025 |
| Massmutual Life Insurance Company | Scottsdale | AZ | 08/2024 | Present |
| Mml Investors Services, Llc | Scottsdale | AZ | 10/2024 | Present |
(1) NAME: D'VINE FINANCIAL, LLC, INV REL: Y, ADD: 6263 N SCOTTSDALE RD, STE 140, SCOTTSDALE, AZ 85250 NATURE: OWNER OF LLC, BUSINESS ENTITY FOR TAX AND INVESTMENT PURPOSES, POSITION: OWNER, START DATE: 9/25/2012, NO. HR/MO: 5, NO. HR/MO DURING SEC TRADING: 0 (2) NAME: VINITY INSURANCE GROUP, LLC INV REL: Y, ADD: 6263 N SCOTTSDALE RD, STE 140, SCOTTSDALE, AZ 85250 NATURE: OWNER OF LLC USED FOR OUTSIDE INSURANCE, POSITION: OWNER, START DATE: 6/1/2019, NO. HR/MO: 40, NO. HR/MO DURING SEC TRADING: 30 (3) NAME: VINITY INSURANCE GROUP, LLC INV REL: Y, ADD: 6263 N SCOTTSDALE RD, STE 140, SCOTTSDALE, AZ 85250 NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE: 6/1/2019, NO. HR/MO: 40, NO. HR/MO DURING SEC TRADING: 30, DUTIES: LIFE, DISABILITY, PROPERTY AND CASUALTY, LONG-TERM CARE, FIXED ANNUITIES (4) NAME: VINITY LEGACY GROUP, LLC INV REL: Y ADDR: 2169 E WARNER RD, #104, TEMPE, AZ 85284 NATURE: ESTATE PLANNING POSITION: PARTNER START DATE: 1/1/2023 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 0 DUTIES: FACILITATE CLIENT INTRODUCTIONS TO ATTORNEY IN ORDER TO COMPLETE ESTATE PLANNING NEEDS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-18 |
| S66 | Uniform Combined State Law Examination | 2012-02-29 |
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