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Peter Laurence Rowe

Arcwood Financial, LLC

Phoenix, AZ

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Current Employers
Arcwood Financial, Llc

7250 N. 16Th St Suite 104, Phoenix, AZ 85020 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2015-10-14
  • AZ RA
    APPROVED
    Since 2015-10-14

Branch Locations

7250 N. 16Th St Suite 104, Phoenix, AZ 85020 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2014 → 12/2018
    United Planners' Financial Services
    Scottsdale, AZ
  • 05/2014 → Present
    Weona Casa Llc
    Phoenix, AZ
  • 06/2003 → Present
    Knh Investments, Llc
    Phoenix, AZ
  • 02/2002 → Present
    Arcwood Benefits Consulting Inc
    Phoenix, AZ
  • 02/2005 → Present
    Knh Capital, Inc
    Phoenix, AZ
  • 04/2015 → Present
    Balance Benefits Consulting, Llc
    Phoenix, AZ
  • 09/2015 → Present
    Phoenix, AZ
  • 05/2017 → Present
    Arcwood Hr, Llc
    Phoenix, AZ
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-16
S63 Uniform Securities Agent State Law Examination 1995-05-11
  • S65 Uniform Investment Adviser Law Examination
    2014-10-16
  • S63 Uniform Securities Agent State Law Examination
    1995-05-11
Other Names
  • Peter Rowe

View on SEC IAPD

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