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14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2021-12-21 |
| FL | RA | APPROVED | 2020-10-24 |
| MN | RA | APPROVED | 2020-06-16 |
| IL | RA | APPROVED | 2020-05-07 |
| TX | RA | APPROVED | 2018-10-18 |
| GA | RA | APPROVED | 2018-08-16 |
| NJ | RA | APPROVED | 2018-03-09 |
| SC | RA | APPROVED | 2018-03-09 |
| CO | RA | APPROVED | 2017-05-12 |
| CT | RA | APPROVED | 2015-06-16 |
| CA | RA | APPROVED | 2014-07-07 |
| AZ | RA | APPROVED | 2012-01-11 |
Branch Locations
14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstar Financial Group, Llc | Scottsdale | AZ | 04/2011 | Present |
| Lifetyme Financial Advisors, Llc | Scottsdale | AZ | 12/2011 | Present |
| Lifetyme Financial, Llc | Scottsdale | AZ | 01/2014 | Present |
| Lifetyme Financial Group, Llc | Scottsdale | AZ | 01/2014 | Present |
| Ed 4 Feds | Scottsdale | AZ | 01/2020 | 01/2023 |
1) ALLSTAR FINANCIAL GROUP, LLC; INVESTMENT RELATED; SCOTTSDALE, AZ; INSURANCE PRODUCTS SALES AND SERVICES; CEO/LICENSED INSURANCE AGENT; APRIL 2011; APPROXIMATELY 25% OF TIME SPENT ON THIS ACTIVITY. 2) LIFETYME FINANCIAL GROUP, LLC; INVESTMENT RELATED; SCOTTSDALE, AZ; INSURANCE PRODUCTS SALES AND SERVICES; MEMBER/INSURANCE AGENT; JANUARY 2014; APPROXIMATELY 25% OF TIME SPENT ON THIS ACTIVITY. 3) LIFETYME FINANCIAL, LLC; NON-INVESTMENT RELATED; SCOTTSDALE, AZ; MARKETING AND RECRUITING COMPANY; MEMBER; JANUARY 2014; APPROXIMATELY 25% OF TIME SPENT ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-22 |
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