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15215 S. 48Th St., Suite 130, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-04-12 |
| AZ | RA | APPROVED | 2005-01-11 |
Branch Locations
15215 S 48Th St., Suite 130, Phoenix, AZ 85044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Planning Associates, Inc. | Phoenix | IN | 07/1991 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-18 |
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