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Brandon Thomas Oliver

Arcwood Financial, LLC

Phoenix, AZ

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Current Employers
Arcwood Financial, Llc

7250 N. 16Th St Suite 104, Phoenix, AZ 85020 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2015-08-24
  • AZ RA
    APPROVED
    Since 2015-08-24

Branch Locations

7250 N. 16Th St Suite 104, Phoenix, AZ 85020 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2006 → 12/2018
    United Planners' Financial Services
    Scottsdale, AZ
  • 11/2014 → Present
    Knh Capital, Llc
    Phoenix, AZ
  • 06/2005 → Present
    Brandon Oliver - Independent Insurance
    Phoenix, AZ
  • 08/2015 → Present
    Phoenix, AZ
  • 08/2015 → Present
    Arcwood Benefits Consulting Inc.
    Phoenix, AZ
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-26
  • S66 Uniform Combined State Law Examination
    2005-04-26
Designations
Other Names
  • Brandon T Oliver

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