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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
Branch Locations
3020 Old Ranch Parkway Ste 300, Seal Beach, CA 90740 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 10/2015 | Present |
| Mike Mccullough | Seal Beach | CA | 01/2015 | Present |
| Orange Coast Financial Group | Seal Beach | CA | 06/2016 | 09/2017 |
| Anthony Azavedo, Cpa | Irvine | CA | 02/2019 | Present |
1.) MIKE MCCULLOUGH - INDEPENDENT SALES AGENT - NON-VARIABLE INSURANCE - SEAL BEACH, CA - SINCE 01/2015 - INVESTMENT RELATED 2.) BEACH WEALTH MANAGEMENT - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - SEAL BEACH, CA - SINCE 06/2017 - INVESTMENT RELATED 3.) MDTB, LLC - MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - ALISO VIEJO, CA - SINCE 01/2016 - NOT INVESTMENT RELATED 4.) MCCULLOUGH FINANCIAL, LLC, DBA ANTHONY AZAVEDO - OWNER/PRESIDENT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - IRVINE, CA - SINCE 02/2020 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-21 |
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