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7250 N. 16Th St Suite 104, Phoenix, AZ 85020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2015-08-24 |
Branch Locations
7250 N. 16Th St Suite 104, Phoenix, AZ 85020 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 12/2006 | 12/2018 |
| Knh Capital, Llc | Phoenix | AZ | 11/2014 | Present |
| Brandon Oliver - Independent Insurance | Phoenix | AZ | 06/2005 | Present |
| Arcwood Financial, Llc | Phoenix | AZ | 08/2015 | Present |
| Arcwood Benefits Consulting Inc. | Phoenix | AZ | 08/2015 | Present |
1)SUNWEST RETIREMENT CONSULTING - AGENT/REP - INSURANCE AND FINANCIAL SERVICES - PHOENIX AZ, - SINCE 07/2014 - INVESTMENT RELATED--- 2)KNH CAPITAL, LLC - MEMBER - HOLDING COMPANY FOR OUR OFFICE CONDO - SINCE 11/2014 - PHOENIX AZ - INVESTMENT RELATED--- 3)BRANDON OLIVER - INDEPENDENT INSURANCE - AGENT - INSURANCE SALES AND SERVICE - SINCE 06/2005 - PHOENIX AZ - INVESTMENT RELATED--- 4)SUNWEST BENEFITS CONSULTING INC - sales associate - sale and administration of individual and group health insurance - since 08/2015 - Phoenix AZ - INVESTMENT RELATED 5)SMART BETA 401K LLC - member - conducts investment research and product development for a participant directed service that is not yet held out to the public or open to investors - INVESTMENT RELATED - 08/31/2016 - Phoenix AZ 6)ARCWOOD FINANCIAL LLC - member - Registered Investment Advisor - INVESTMENT RELATED - 08/24/2015 - Phoenix AZ 7)ARCWOOD CONSULTING - Retirement Plan Consultant - DBA Name for Marketing Purposes Only - Phoenix, AZ - Since 08/2015 - Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-26 |
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