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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-09-06 |
Branch Locations
100 S. Main Ave. Ste. 203, Sidney, OH 45365 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccrate Delaet & Company | Sidney | OH | 09/2014 | Present |
| 1St Global Capital Corp | Sidney | OH | 12/2014 | 10/2019 |
| 1St Global Advisors, Inc | Sidney | OH | 12/2014 | 10/2019 |
| Avantax Advisory Services | Sidney | OH | 10/2019 | 09/2022 |
| Avantax Investment Services, Inc. | Sidney | OH | 10/2019 | 09/2022 |
| United Planners Financial Services | Scottsdale | AZ | 09/2022 | Present |
| Nsdw Properties | Bainbridge | OH | 04/2021 | Present |
| Mccrate Delaet & Co | Sidney | OH | 09/2014 | Present |
1.) NSDW PROPERTIES - MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - BAINBRIDGE, OH - SINCE 04/2021 - INVESTMENT RELATED 2.) MCCRATE DELAET & CO - OWNER/SHAREHOLDER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - SIDNEY, OH - SINCE 09/2014 - NOT INVESTMENT RELATED 3.) MCCRATE WEALTH MANAGEMENT, LLC - OWNER - ENTITY SET UP FOR MARKETING PURPOSES ONLY. THIS IS A DBA - SIDNEY, OH - SINCE 05/2022 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-24 |
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