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7210 N 16Th Street, Phoenix, AZ 85020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Discount Tire | Phoenix | AZ | 05/2018 | 08/2018 |
| Sportsman's Warehouse | Flagstaff | AZ | 08/2018 | 05/2021 |
| Northwest Christian School | Phoenix | AZ | 08/2005 | 05/2017 |
| Northern Arizona University | Flagstaff | AZ | 08/2017 | 05/2021 |
| United Planners Financial Services | Scottsdale | AZ | 09/2021 | Present |
| Mathis Wealth Management | Phoenix | AZ | 05/2021 | Present |
| Larry Mathis Financial Planning Llc | Phoenix | AZ | 08/2021 | Present |
| Cameron Mathis | Phoenix | AZ | 06/2021 | Present |
1.) LARRY MATHIS FINANCIAL PLANNING LLC - VP-Wealth Management and Financial Advisor - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ - SINCE 08/2021 - INVESTMENT RELATED 2.) MATHIS PUBLIC SAFETY - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 09/2021 - INVESTMENT RELATED 3.) MATHIS WEALTH MANAGEMENT - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 12/2021 - INVESTMENT RELATED 4.) CAMERON MATHIS - INSURANCE AGENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 06/2021 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-03 |
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