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394 Lowell Street, Suite 8, Lexington, MA 02420 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-21 |
| CA | RA | APPROVED | 2022-01-20 |
| NY | RA | APPROVED | 2022-01-20 |
| MA | RA | APPROVED | 2019-08-28 |
| AZ | RA | APPROVED | 2018-05-21 |
Branch Locations
394 Lowell Street, Suite 8, Lexington, MA 02420 • United States
Gold Canyon, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Peoria | AZ | 08/2008 | 02/2018 |
| Ironplan, Llc | Peoria | AZ | 12/2012 | Present |
| First Wave Triathlon | Glendale | AZ | 01/2013 | 02/2018 |
| Lpl Financial, Llc | Scottsdale | AZ | 11/2015 | 02/2018 |
| Wealthcare Advisory Partners, Llc | Scottsdale | AZ | 11/2015 | 02/2018 |
| Innovative Advisory Group | Gold Canyon | AZ | 04/2018 | Present |
(1) Ironplan LLC - personal holding company solely for estate planning and tax planning for his family and himself and does not conduct any financial services related business through this firm. (2) The Libertarian Advisor LLC - personal holding company for intellectual property rights, including but not limited to trademarks, service marks and copyrights for the sole benefit of Mr. Timothy Picciott and his family. The Libertarian Advisor, LLC may sell non-finance related merchandise. The Libertarian Advisor, LLC does not provide any investment or financial related services. (3) Crypt Wealth Adviors, LLC - personal holding company for digital assets and rights, including but not limited to URL's, blockchain technology, crypto currency and their related digital trademarks, service marks and copyrights for the sole benefit of Mr. Timothy Picciott and his family. Crypto Wealth Advisor, LLC does not provide any investment or financial related services. (4) Statutory Resident Agent (individually) as defined by the Arizona Corporations Commission Corporations Division, for Innovative Advisory Group, LLC in the State of Arizona. (5) Independent Insurance Producer in the State of Arizona (Insurance License #: 11162714)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-03 |
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