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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-06 |
| AZ | RA | APPROVED | 2023-12-12 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
7702 E. Doubletree Ranch Rd. Ste. 300, Scottsdale, AZ 85258 • 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 |
|---|---|---|---|---|
| Center Street Securites | Nashville | TN | 06/2012 | 12/2023 |
| Center Street Advisors, Inc. | Nashville | TN | 04/2015 | 03/2023 |
| Arete Wealth Advisors, Llc | Chicago | IL | 03/2023 | Present |
| United Planners | Scottsdale | AZ | 12/2023 | Present |
| James Joseph Toddy | Scottsdale | AZ | 01/2024 | Present |
| Estate Documents Pro | Scottsdale | AZ | 01/2024 | Present |
1.) JAMES JOSEPH TODDY - AGENT - NON-VARIABLE INSURANCE - SCOTTSDALE, AZ - SINCE 03/2001 - INVESTMENT RELATED 2.) TODDY & ASSOCIATES - FOUNDER & OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - SCOTTSDALE, AZ - SINCE 01/2005 - INVESTMENT RELATED 3.) ESTATE DOCUMENTS PRO - LICENSEE - I LICENSE SOFTWARE FOR ESTATE DOCUMENTS TO BE FILLED ONLINE BY POTENTIAL END USERS - SCOTTSDALE, AZ - SINCE 01/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-18 |
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