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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2015-05-28 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
4763 E Camp Lowell Dr, Tucson, AZ 85712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 10/2012 | Present |
| Amway Distributor | Tucson | AZ | 10/2002 | 12/2021 |
| Amazon.COm | Tucson | AZ | 06/2012 | 12/2021 |
| Church Of Jesus Christ Of Latter Day Saints - Lakeside Ward | Tucson | AZ | 01/2012 | 10/2023 |
| Amway | Tucson | AZ | 10/2002 | 12/2021 |
| United Financial Center, Llc | Tucson | AZ | 11/2014 | Present |
| Amazon.cOm | Tucson | AZ | 06/2012 | 12/2021 |
| James Marsh | Tucson | AZ | 10/2005 | Present |
| Rocket Mortgage Loan Originator | Tucson | AZ | 03/2022 | 03/2024 |
| Sunnyhill Financial | Tucson | AZ | 03/2024 | Present |
1.) UNITED FINANCIAL CENTER, LLC - DBA NAME FOR MARKETING PURPOSES ONLY - TUCSON, AZ - SINCE 11/2014 - INVESTMENT RELATED 2.) JAMES MARSH - INSURANCE PRODUCER - NON-VARIABLE INSURANCE - TUCSON, AZ - SINCE 10/2005 - INVESTMENT RELATED 3.) SUNNYHILL FINANCIAL - MORTGAGE LOAN OFFICER - MORTGAGE RELATED SERVICES - TUCSON, AZ - SINCE 03/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-17 |
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