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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 | 2020-10-23 |
Branch Locations
5555 Glenridge Connector Ste. 200, Atlanta, GA 30342 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Atlanta | GA | 09/2002 | 10/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 10/2020 | Present |
| Christopher L Cosenza | Brookhaven | GA | 04/1996 | Present |
| Brookhaven Wealth Management, Inc. | Brookhaven | GA | 01/2014 | Present |
| Christopher L Cosenza | Brookhaven | GA | 01/2025 | Present |
1.) CHRISTOPHER L COSENZA - SELF - NON-VARIABLE INSURANCE - BROOKHAVEN, GA - SINCE 04/1996 - INVESTMENT RELATED 2.) BROOKHAVEN WEALTH MANAGEMENT - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - BROOKHAVEN, GA - SINCE 01/2014 - INVESTMENT RELATED 3.) BROOKHAVEN WEALTH MANAGEMENT, INC. - PRESIDENT - S CORP PASS THRU - BROOKHAVEN, GA - SINCE 01/2014 - INVESTMENT RELATED 4.) CHRISTOPHER L COSENZA - NONE - CONSULTING SERVICES - BROOKHAVEN, GA - SINCE 01/2025 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-12 |
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