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7210 N 16Th Street, Phoenix, AZ 85020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-09 |
| AZ | RA | APPROVED | 2015-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 02/2014 | Present |
| Mathis Wealth Management | Phoenix | AZ | 02/2014 | Present |
| Mathis Wealth Management | Phoenix | AZ | 03/2015 | Present |
| Jennifer Panicker | Phoenix | AZ | 06/2014 | 09/2019 |
| Larry Mathis Financial Planning Llc | Phoenix/Broadlands, Va | AZ | 03/2015 | Present |
1.) LARRY MATHIS FINANCIAL PLANNING LLC - OPERATIONS DIRECTOR - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ/BROADLANDS. VA - SINCE 03/2015 - INVESTMENT RELATED 2.) MATHIS WEALTH MANAGEMENT - OPERATIONS DIRECTOR - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 03/2015 - INVESTMENT RELATED 3.) MATHIS WEALTH MANAGEMENT - OPERATIONS DIRECTOR - LARRY'S INSURANCE SALES - PHOENIX, AZ - SINCE 02/2014 - INVESTMENT RELATED 4.) MATHIS PUBLIC SAFETY RETIREMENT - OPERATIONS DIRECTOR - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 09/2021 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-06 |
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