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Phoenix, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-04-30 |
| WI | RA | APPROVED | 2025-02-27 |
| CA | RA | APPROVED | 2020-10-09 |
| AZ | RA | APPROVED | 2020-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetyme Financial Advisors, Llc | Phoenix | AZ | 01/2012 | 12/2020 |
| Allstar Financial Group, Llc | Phoenix | AZ | 08/2010 | 07/2020 |
| Lifetyme Financial Group, Llc | Phoenix | AZ | 01/2014 | 07/2020 |
| Unique Business Planning, Llc | Phoenix | AZ | 10/2014 | Present |
| Sonoran Sky 1103 Llc | Phoenix | AZ | 09/2018 | Present |
| Unique Investment Advisors, Llc | Phoenix | AZ | 07/2020 | Present |
1) UNIQUE BUSINESS PLANNING, LLC; INVESTMENT RELATED; 3515 E. Cherokee St. 85044 PHOENIX, AZ; FORMED FOR PERSONAL FINANCIAL PURPOSES; MEMBER/INSURANCE AGENT; OCTOBER 2014; APPROX 120 HOURS/MONTH, ALL DURING TRADING HOURS ARE SPENT ON THIS ACTIVITY EACH MONTH. 2) SONORAN SKY 1103 LLC; NON-INVESTMENT RELATED;3515 E. Cherokee St. 85044 PHOENIX, AZ; MEMBER; JANUARY 2018; APPROX 10 HOURS/MONTH, ALL DURING TRADING HOURS ARE SPENT ON THIS ACTIVITY EACH MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-30 |
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