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3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-05 |
Branch Locations
3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718 • 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 |
|---|---|---|---|---|
| Synergy Financial, Llc | Tucson | AZ | 03/2014 | Present |
| Imus Wilkinson Investment Management, Llc | Tucson | AZ | 07/2014 | 06/2022 |
| Financial Planning First, Llc | Tucson | AZ | 06/2022 | Present |
| Grimm Commerical, Llc | Tucson | AZ | 08/2015 | Present |
| Blue Lica Construction, Llc | Tucson | AZ | 08/2015 | Present |
1) JP COMMERCIAL ADVISORS, LLC 2) NON-IVESTMENT RELATED 3) 8406 N. COYOTE VIEW CT TUCSON, AZ 85745 4) REAL ESTATE 5) MANAGER/OWNER 6) 04-13-2016 7) 80 HOURS/MONTH 8) 4 HOURS/DAY 9) MANAGER/EMPLOYEE 1) AZ FLOORING SUPPLY, LLC 2) NON-INVESTMENT RELATED 3) 8406 N. COYOTE VIEW CT TUCSON, AZ 85745 4) FLOORING SUPPLY 5) MANAGER/MEMBER 6) 03-04-2019 7) 5 HOURS/MONTH 8) 1/2 HOUR/WEEK 9) MANAGER/SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-31 |
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