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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-01 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
1225 Pleasant Grove Blvd Ste 120, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peaqxon | Rocklin | CA | 08/2017 | 01/2021 |
| Qnet Ltd | Kuala Lumpur | 01/2010 | 08/2017 | |
| Principal Securities Inc | Roseville | CA | 02/2021 | 11/2023 |
| Principal Life Insurance Company | Roseville | CA | 02/2021 | 11/2023 |
| United Planners Financial Services | Scottsdale | AZ | 11/2023 | Present |
| Haldun Arin/ Independent Insurance Agent | Roseville | CA | 05/2020 | Present |
| Montgomery Pacific Corporation | Granite Bay | CA | 06/2024 | Present |
1.) HALDUN ARIN - AGENT - NON-VARIABLE INSURANCE - ROSEVILLE, CA - SINCE 05/2020 - INVESTMENT RELATED 2.) FAMILY TRUST: ARIN 2018 TRUST, DATED JUNE 6, 2018 - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - ROCKLIN, CA - SINCE 06/2018 - INVESTMENT RELATED 3.) SEQUOIA ADVISORY GROUP FINANCIAL & INSURANCE SERVICES - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - ROSEVILLE, CA - SINCE 10/2023 - INVESTMENT RELATED 4.) MONTGOMERY PACIFIC CORPORATION - CONSULTANT - CONSULTING SERVICES - GRANITE BAY, CA - SINCE 06/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-02 |
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