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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-03 |
| PA | RA | APPROVED | 2025-09-12 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
3052 State Route 257, Seneca, PA 16346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | Cincinnati | OH | 11/2020 | 07/2021 |
| Western Southern Life | Hermitage | PA | 08/2020 | 07/2021 |
| Rds Lawn Services | Knox | PA | 04/2020 | 08/2020 |
| First United National Bank | Fryburg | PA | 07/2020 | 08/2020 |
| Student | Knox | PA | 08/2019 | 04/2020 |
| Walmart | Clarion | PA | 08/2017 | 08/2019 |
| Holiday Inn Express & Suites | Clarion | PA | 06/2018 | 04/2019 |
| Unemployed | Knox | PA | 05/2017 | 08/2017 |
| Student | Knox | PA | 08/2010 | 05/2017 |
| American United Life | Knox | PA | 07/2021 | 12/2024 |
| Oneamerica Securities | Knox | PA | 08/2021 | 09/2025 |
| United Planners | Scottsdale | AZ | 09/2025 | Present |
| Eon Management Llc | Sheridan | WY | 04/2025 | Present |
1.) GROUP MANAGEMENT LLC - PRESIDENT - PARTNERSHIP WITH 2 OTHERS FOR OPERATION OF BUSINESS. PASS THROUGH ENTITY FOR TAX PURPOSES - SHERIDAN, WY - SINCE 04/2025 - NOT INVESTMENT RELATED 2.) EON MANAGEMENT LLC - PRESIDENT - CONSULTING SERVICES - SHERIDAN, WY - SINCE 04/2025 - NOT INVESTMENT RELATED 3.) REESE STILLER - INSURANCE AGENT - NON-VARIABLE INSURANCE - SENECA, PA - SINCE 07/2020 - INVESTMENT RELATED 4.) TOP POINT INSURANCE LLC - PRESIDENT - NON-VARIABLE INSURANCE - SENECA, PA - SINCE 04/2025 - INVESTMENT RELATED 5.) KINGDOM GUARD FINANCIAL LLC - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - SENECA, PA - SINCE 04/2025 - INVESTMENT RELATED 6.) KINGDOM GUARD FINANCIAL GROUP - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - SENECA, PA - SINCE 08/2021 - INVESTMENT RELATED 7.) EXCELLENCE ACCOUNTING LLC - PRESIDENT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - SENECA, PA - SINCE 04/2025 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-01 |
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