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7210 N 16Th Street, Phoenix, AZ 85020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-26 |
| TX | RA | APPROVED | 2015-04-24 |
| AZ | RA | APPROVED | 2015-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 07/2000 | Present |
| Larry Mathis Financial Planning, Llc | Phoenix | AZ | 11/2004 | Present |
| Bkmr Enterprises, Llc | Phoenix | AZ | 08/2004 | Present |
| Larry Mathis - Speaker/Author | Phoenix | AZ | 05/2006 | Present |
| Maui Dental Seminar | Phoenix | AZ | 02/2016 | 02/2018 |
| Knollmiller & Arenofsky | Phoenix | AZ | 01/2016 | 01/2017 |
| Little League And Aia Umpire | Phoenix | AZ | 03/2017 | 06/2023 |
| Mathis Financial | Phoenix | AZ | 11/2004 | 01/2018 |
| Larry Mathis Financial Planning, Llc | Phoenix | AZ | 11/2004 | Present |
| Larry Mathis Financial Planning, Llc | Phoenix | AZ | 11/2004 | Present |
| Larry Mathis - Personal | Phoenix | AZ | 06/2019 | Present |
| Larry Mathis And Rhonda Mathis Jtwros | Phoenix | AZ | 08/2021 | 01/2022 |
| Mathis Wealth Management | Phoenix | AZ | 02/2015 | Present |
| Mathis Family Trust | Phoenix | AZ | 08/2021 | Present |
| Larry Mathis | Phoenix | AZ | 09/2020 | Present |
1.) MATHIS WEALTH MANAGEMENT - OWNER/FOUNDER - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ - SINCE 02/2015 - INVESTMENT RELATED 2.) LARRY MATHIS FINANCIAL PLANNING, LLC - OWNER - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 11/2004 - INVESTMENT RELATED 3.) LARRY MATHIS - OWNER - AUTHOR/SPEAKER - PHOENIX, AZ - SINCE 05/2006 - NOT INVESTMENT RELATED 4.) BKMR ENTERPRISES - MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 08/2004 - INVESTMENT RELATED 5.) MATHIS WEALTH MANAGEMENT - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 02/2015 - INVESTMENT RELATED 6.) LARRY MATHIS - OWNER - SELLING OF URLS (DOMAINS) - PHOENIX, AZ - SINCE 06/2019 - NOT INVESTMENT RELATED 7.) AZ STATE TREASURER FINANCIAL LITERACY TASK FORCE - TASK FORCE MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - PHOENIX, AZ - SINCE 09/2019 - INVESTMENT RELATED 8.) MATHIS PUBLIC SAFETY RETIREMENT - FOUNDER AND CEO - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 09/2021 - INVESTMENT RELATED 9.) MATHIS FAMILY TRUST - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 08/2021 - INVESTMENT RELATED 10.) LARRY MATHIS - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 09/2020 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-16 |
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