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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-04 |
Branch Locations
Scottsdale, AZ • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-05-10 |
Branch Locations
Scottsdale, AZ • United States
3395 Sw Garden View Ave, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 09/2015 | 12/2021 |
| Focuspoint Solutions & Cs Planning Corp. | Portland | OR | 12/2021 | 02/2026 |
| Advisory Solutions Group | Scottsdale | AZ | 03/2026 | Present |
| Wealth Enhancement Group | Scottsdale | AZ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-30 |
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