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14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-05 |
Branch Locations
Land O Lakes , FL • United States
14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetyme Financial Advisors, Llc | Phoenix | AZ | 01/2019 | 12/2020 |
| Mercer, Flanagan & Company, P.C. | Frederick | MD | 10/2000 | 12/2025 |
| Lifetyme Financial Group, Llc | Phoenix | AZ | 01/2018 | 12/2020 |
| Csp Financial Group Llc | Scottsdale | AZ | 11/2020 | Present |
| Flanagan Financial Llc | Land O Lakes | FL | 11/2025 | Present |
| Mark Flanagan, Sole Proprietor | Land O Lakes | FL | 11/2020 | Present |
Mark Flanagan, Sole Proprietor; INSURANCE AGENT; Land O Lakes, FL; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; 32 HOURS PER MONTH SPEND IN THIS ACTIVITY DURING SECURITIES TRADING; Started 11/2020. Flanagan Financial LLC; Land O Lakes, FL; Not Investment Related; Owner; Accounting; Started 11/2025; 5 hours spent per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-19 |
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