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1094 S Gilbert Rd #210, Gilbert, AZ 85296 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-09-04 |
| TX | RA | APPROVED_RES | 2016-05-06 |
| AZ | RA | APPROVED | 2015-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stewardship Financial | Gilbert | AZ | 08/2015 | Present |
| Stewardship Planning, Llc | Gilbert | AZ | 11/2015 | Present |
2012-PRESENT: INDEPENDENT INSURANCE AGENT/INSURANCE RELATED/GILBERT, AZ/INSURANCE SALES AND SERVICE VIA UNAFFILIATED ISSUERS VIA STEWARDSHIP PLANNING, LLC (CONTROL PERSON OF AGENCY)/INVOLVES 10% TIME EACH MONTH, INCLUDING DURING TRADITIONAL MARKET HOURS.// LEGAL DOCUMENT PREPARATION VIA STEWARDSHIP PLANNING, LLC (CONTROL PERSON OF AGENCY). WORKS WITH A CERTIFIED LEGAL DOCUMENT PREPARER TO OFFER THIS SERVICE TO ARIZONA RESIDENTS. 5% TIME EACH MONTH, INCLUDING DURING TRADITIONAL MARKET HOURS.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-12 |
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