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14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-07-07 |
| LA | RA | APPROVED | 2021-01-19 |
| TX | RA | APPROVED | 2020-12-09 |
| AZ | RA | APPROVED | 2020-11-18 |
Branch Locations
14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetyme Financial Advisors, Llc | Scottsdale | MD | 03/2012 | 01/2021 |
| Lifetyme Financial Group, Llc | Scottsdale | AZ | 01/2014 | 12/2020 |
| Ed 4 Feds | Scottsdale | AZ | 01/2020 | 12/2020 |
| Csp Financial Group, Llc | Scottsdale | AZ | 11/2020 | Present |
| Csp Financial Group, Llc | Scottsdale | AZ | 04/2020 | Present |
| Charles Pettit, Sole Proprietor | Scottsdale | AZ | 06/1994 | Present |
Charles Pettit, Sole Proprietor; Investment Related; Scottsdale, AZ; Fixed Insurance Sales; Insurance Agent; Approximately 80 hours per month spent during securities trading hours; Started 06/1994.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-12 |
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