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7250 N. 16Th St Suite 104, Phoenix, AZ 85020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2015-10-14 |
Branch Locations
7250 N. 16Th St Suite 104, Phoenix, AZ 85020 • 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 |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 07/2014 | 12/2018 |
| Weona Casa Llc | Phoenix | AZ | 05/2014 | Present |
| Knh Investments, Llc | Phoenix | AZ | 06/2003 | Present |
| Arcwood Benefits Consulting Inc | Phoenix | AZ | 02/2002 | Present |
| Knh Capital, Inc | Phoenix | AZ | 02/2005 | Present |
| Balance Benefits Consulting, Llc | Phoenix | AZ | 04/2015 | Present |
| Arcwood Financial Llc | Phoenix | AZ | 09/2015 | Present |
| Arcwood Hr, Llc | Phoenix | AZ | 05/2017 | Present |
(1) WEONA CASA LLC - OWNER - REAL ESTATE RENTAL - SINCE 05/2014 - PHOENIX, AZ - INVESTMENT RELATED; (2) KNH CAPITAL, INC. - OWNER - REAL ESTATE RENTAL - SINCE 02/2005 - PHOENIX, AZ - INVESTMENT RELATED (3) KNH INVESTMENTS LLC - OWNER - REAL ESTATE RENTAL - SINCE 06/2003 - PHOENIX, AZ - INVESTMENT RELATED; (4) BALANCE BENEFITS CONSULTING, LLC - PRESIDENT - INSURANCE SALES AND SERVICE - SINCE 04/2015 - PHOENIX AZ - INVESTMENT RELATED; (5) ARCWOOD BENEFITS CONSULTING INC. - President - solicitation, management, review and sale of group fixed health and life insurance - INVESTMENT RELATED - 02/01/2002 - Phoenix AZ; (6) ARCWOOD FINANCIAL LLC - member/IAR - Investment Advisory - INVESTMENT RELATED - 09/01/2015 - Phoenix AZ; (7) ARCWOOD HR, LLC - Managing Member - Human resource and employee management services for employers. - NOT INVESTMENT RELATED - 05/01/2017 - ADDRESS: , Phoenix AZ , United States; (8) NATIONAL ASSOCIATION OF BENEFIT AND INSURANCE PROFESSIONALS (NABIP)-AZ - PAC CHAIR - (NABIP-AZ is the local chapter of NABIP). - NOT INVESTMENT RELATED - 06/2025 - ADDRESS: Phoenix AZ, United States
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-11 |
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