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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
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
100 S. Main Ave. Ste. 203, Sidney, OH 45365 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccrate, Delaet, & Co, Cpa'S | Sidney | OH | 07/2006 | Present |
| 1St Global Capital Corp. | Sidney | OH | 06/2015 | 10/2019 |
| 1St Global Advisors, Inc | Sidney | OH | 06/2015 | 10/2019 |
| Avantax Investment Services, Inc. | Sidney | OH | 10/2019 | 09/2022 |
| Avantax Advisory Services | Sidney | OH | 10/2019 | 09/2022 |
| Mccrate, Delaet, & Co | Sidney | OH | 10/2016 | Present |
| United Planners Financial Services | Scottsdale | AZ | 09/2022 | Present |
1.) MCCRATE WEALTH MANAGEMENT LLC - MEMBER - MARKETING AND HOLDS LLC INTEREST - SIDNEY, OH - SINCE 05/2022 - INVESTMENT RELATED 2.) MCCRATE, DELAET, & CO, CPA - SHAREHOLDER-TREASURER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - SIDNEY, OH - SINCE 10/2006 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-06 |
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