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Inactive

Gabriel Francisco Sirvent

Lifestyle Planning, LLC

Chandler, AZ

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Current Employers
Lifestyle Planning, Llc

2701 W. Queen Creek Rd., #3, Chandler, AZ 85248 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-02-20
  • AZ RA
    APPROVED
    Since 2026-02-20

Branch Locations

2701 W. Queen Creek Rd., #3, Chandler, AZ 85248 • 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
Student Chandler AZ 01/2016 11/2022
Keystone Law Firm Chandler AZ 11/2022 01/2026
Lifestyle Planning Chandler AZ 01/2026 Present
Lifestyle Planning, Llc Chandler AZ 01/2026 Present
  • 01/2016 → 11/2022
    Student
    Chandler, AZ
  • 11/2022 → 01/2026
    Keystone Law Firm
    Chandler, AZ
  • 01/2026 → Present
    Lifestyle Planning
    Chandler, AZ
  • 01/2026 → Present
    Lifestyle Planning, Llc
    Chandler, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-09
  • S65 Uniform Investment Adviser Law Examination
    2025-08-09

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

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