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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-01-02 |
Branch Locations
1910 Towne Center Blvd. Ste. 250, Annapolis, MD 21401 • United States
Arnold, MD • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 11/2014 | Present |
| Keating Financial Services | Scottsdale | AZ | 11/2014 | 02/2024 |
| Keating Financial Services | Columbia | MD | 11/2014 | 02/2024 |
| Keating Financial Services | Columbia | MD | 11/2014 | 02/2024 |
| Keating Financial Services | Columbia | MD | 11/2014 | 02/2024 |
| Fi360 | Pittsburgh | PA | 09/2018 | 01/2019 |
| Chesapeake Capital Associates, Llc | Columbia | MD | 11/2019 | 04/2025 |
| Walter R Worley Iv (Insurance Services) | Annapolis | MD | 08/2015 | Present |
1.) W1 WEALTH - PRESIDENT, PRINCIPAL, FOUNDER - DBA NAME FOR MARKETING PURPOSES ONLY - ANNAPOLIS, MD - SINCE 11/2020 - INVESTMENT RELATED 2.) WALTER R WORLEY IV - INSURANCE AGENT - NON-VARIABLE INSURANCE - ANNAPOLIS, MD - SINCE 08/2015 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-10 |
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