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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-26 |
Branch Locations
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
2 1/2 East Court Square, Newnan, GA 30263 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chick-Fil-A | Carrollton | GA | 06/2017 | 08/2017 |
| Sportsplex Fitness Center | Carrollton | GA | 01/2019 | 06/2019 |
| Rak Outfitters | Woodstock | GA | 01/2020 | 03/2020 |
| Stone Summit Climbing And Fitness Centers | Kennesaw | GA | 05/2021 | 05/2023 |
| Marietta City Schools | Marietta | GA | 07/2023 | 07/2025 |
| Carrollton High School | Carrollton | GA | 09/2015 | 06/2017 |
| Carrollton High School | Carrollton | GA | 09/2017 | 01/2019 |
| Kennesaw State University | Kennesaw | GA | 06/2019 | 01/2020 |
| Kennesaw State University | Kennesaw | GA | 03/2020 | 05/2021 |
| United Planners Financial Services | Scottsdale | AZ | 09/2025 | Present |
| Joe Street Fitness And Nutrition Coaching Llc | Carrollton | GA | 11/2024 | Present |
| Joseph Nix Street | Acworth | GA | 10/2025 | Present |
1.) JOE STREET FITNESS AND NUTRITION COACHING LLC - OWNER - TEACHING/COACHING - CARROLLTON, GA - SINCE 11/2024 - NOT INVESTMENT RELATED 2.) THE FINANCIAL PLANNING GROUP - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - NEWNAN, GA - SINCE 09/2025 - INVESTMENT RELATED 3.) JOSEPH NIX STREET - INSURANCE AGENT - NON-VARIABLE INSURANCE - ACWORTH, GA - SINCE 10/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-28 |
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