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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 | 2026-02-23 |
| NY | RA | APPROVED | 2024-11-08 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
2425 Sweet Home Road Ste. C, Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lytle Associates | Grand Island | NY | 02/2009 | Present |
| Osaic Wealth, Inc. | Grand Island | NY | 05/2009 | 11/2024 |
| Lytle Investments | Grand Island | NY | 10/2009 | 11/2024 |
| United Planners Financial Services | Scottsdale | AZ | 11/2024 | Present |
| Charles Lytle | Williamsville | NY | 01/2010 | Present |
1.) CHARLES LYTLE - INSURANCE AGENT - NON-VARIABLE INSURANCE - WILLIAMSVILLE, NY - SINCE 01/2010 - INVESTMENT RELATED 2.) FINANCIAL PLANNING ADVISORS - TAX PREPARER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - AMHERST, NY - SINCE 08/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-09-14 |
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