He Ma

Current Employers

Employment History

• 06/2017 → 06/2024
  Lifetyme Financial Advisors, Llc
  Scottsdale, AZ
• 06/2017 → 06/2024
  Lifetyme Financial Group, Llc
  Scottsdale, AZ
• 10/2016 → 06/2018
  Healthcare Solutions Team
  Gilbert, AZ
• 10/2014 → 11/2016
  Cerna Health Care
  Scottsdale, AZ
• 12/2019 → 03/2021
  Language Line Solutions
  Monterey, CA
• 03/2019 → Present
  Jm Capital Group Llc
  Phoenix, AZ
• 03/2021 → 03/2023
  Unitedhealthcare
  Minnetonka, MN
• 04/2022 → 12/2023
  Strategic Healthcare Financial Advisors, Llc
  Olathe, KS
• 04/2023 → 02/2024
  Gohealth
  Chicago, IL
• 06/2024 → Present
  Csp Financial Group, Llc
  Scottsdale, AZ
• 07/2018 → Present
  He Ma, Sole Proprietor
  Scottsdale, AZ

Previous Registrations

• 2017-08-22 → 2024-06-06
  Lifetyme Financial Advisors, Llc
  Scottsdale, AZ
  Scottsdale, AZ
• 2014-10-30 → 2015-11-30
  Transamerica Financial Advisors, Llc
  Mesa, AZ
  Mesa, AZ
• 2013-12-12 → 2014-08-21
  Pfs Investments Inc.
  Tinton Falls, NJ

Other Businesses

1) He Ma, Sole Proprietor; Investment Related; Scottsdale, AZ; Insurance Agent; Fixed Insurance Sales/Life and Health Insurance Agent; Started 07/2018; Approximately 48 hours spent per month during securities trading hours. 2) JM CAPITAL GROUP LLC; PHOENIX, AZ; OWNER; INVESTMENT RELATED; BUSINESS SET UP FOR TAX PURPOSES; 03/2019. GREATER THAN 50% OF TIME SPENT IN THE ABOVE PRACTICES. 3) Phoenixx Municipal Court; Not Inv Rel; Phoenix, AZ; court interpreter; .50 hrs/mo; start 06/2026.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-11-27
• S65 Uniform Investment Adviser Law Examination
  2013-11-02

Other Names

• He Ma