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Current Employers
Cs Planning Corp

3395 Sw Garden View Ave, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-02-14
  • AZ RA
    APPROVED
    Since 2022-02-14

Branch Locations

8777 East Via De Ventura, Suite 335, Scottsdale, AZ 85258 • United States

3395 Sw Garden View Ave, Portland, OR 97225 • United States

1630 E. Bethany Home Road, Phoenix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dynamic Wealth Advisors Phoenix AZ 09/2018 03/2022
Reb Cpa, Pllc Phoenix AZ 01/2013 Present
Guidepoint Private Wealth Management, Pllc Phoenix AZ 02/2022 Present
Cs Planning Corp Phoenix AZ 02/2022 Present
  • 09/2018 → 03/2022
    Dynamic Wealth Advisors
    Phoenix, AZ
  • 01/2013 → Present
    Reb Cpa, Pllc
    Phoenix, AZ
  • 02/2022 → Present
    Guidepoint Private Wealth Management, Pllc
    Phoenix, AZ
  • 02/2022 → Present
    Phoenix, AZ
Previous Registrations
  • 2018-10-01 → 2022-03-15
    Phoenix, AZ
    Prescott, AZ
Other Businesses

MR. BINGAMAN IS THE SOLE MANAGER OF LR STRATEGIC RENTALS, LLC AND LR STRATEGIC RENTALS TOO LLC; RESIDENTIAL INVESTMENT RENTAL ACTIVITY. THESE BUSINESSES ARE LOCATED AT 1630 E. BETHANY HOME RD., PHOENIX, AZ 85016. MR. BINGAMAN DEVOTES APPROX. SIX HOURS PER MONTH TO THESE BUSINESSES, ZERO HOURS DURING SECURITIES TRADING HOURS. START DATE: 2024, NOT INVESTMENT-RELATED. MR. BINGAMAN IS THE OWNER OF AND PROVIDES CPA TAX AND BUSINESS ADVISORY SERVICES THROUGH REB CPA, PLLC. THIS BUSINESS IS LOCATED AT 1630 E. BETHANY HOME ROAD, PHOENIX, AZ 85016. THIS IS A NON-INVESTMENT RELATED ACTIVITY AND HE SPENDS APPROXIMATELY 40 - 50 HOURS OF HIS TIME PER MONTH ENGAGING IN THIS ACTIVITY, 8 HOURS DURING SECURITIES TRADING HOURS. MR. BINGAMAN STARTED THIS BUSINESS IN 2013. MR. BINGAMAN IS ALSO THE OWNER OF REB STRATEGIC INVESTMENTS, LLC, WHICH IS THE REAL ESTATE PROPERTY THAT IS LEASED BY RICHARD E. BINGAMAN CPA, PLLC. THIS BUSINESS IS LOCATED AT 1630 E. BETHANY HOME ROAD, PHOENIX, AZ 85016. MR. BINGAMAN MANAGES THE LEASING OF THE COMMERCIAL PROPERTY. THIS IS A NON-INVESTMENT RELATED BUSINESS AND HE SPENDS APPROXIMATELY 1 HOUR PER MONTH OF HIS TIME ENGAGING IN THIS ACTIVITY, 0 HOURS DURING SECURITIES TRADING HOURS. MR. BINGAMAN IS AN OWNER OF LR STRATEGIC INVESTMENTS, LLC, WHICH IS A COMMERCIAL AND RESIDENTIAL PROPERTY LEASING BUSINESS. THIS BUSINESS IS LOCATED AT 1630 E. BETHANY HOME ROAD, PHOENIX, AZ 85016. IT IS NON-INVESTMENT RELATED. MR. BINGAMAN DEVOTES APPROX. 2 HOURS PER MONTH TO THIS BUSINESS, 0 HOURS DURING SECURITIES TRADING HOURS. MR. BINGAMAN STARTED THIS BUSINESS IN 2021. MR. BINGAMAN IS THE OWNER OF REB PRIVATE WEALTH MANAGEMENT, PLLC, WHICH PROVIDES FINANCIAL PLANNING AND INVESTMENT ASSET MANAGEMENT SERVICES. THIS BUSINESS IS LOCATED AT 1630 E. BETHANY HOME ROAD, PHOENIX, AZ 85016. MR. BINGAMAN DEVOTES APPROX. 10 HOURS PER MONTH TO THIS BUSINESS, 10 HOURS DURING SECURITIES TRADING HOURS. THIS BUSINESS WAS STARTED IN 2018 AND IS INVESTMENT-RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-23
  • S65 Uniform Investment Adviser Law Examination
    2018-08-23

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