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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-03 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
501 N. Main #150, Aztec, NM 87410 • United States
5362 Malibu Ct, Cape Coral, FL 33904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eastwind Development Inc. | Stevensville | MD | 06/1985 | Present |
| United Planners Financial Services | Scottsdale | AZ | 11/2010 | Present |
| Insley Financial | Monte Viste | CO | 10/2017 | Present |
| Eastwind Development | Stevensville | MD | 01/1987 | Present |
| Insley Financial | Monte Viste | CO | 06/2010 | Present |
| Retirement Specialists | Monte Vista | CO | 09/2014 | 01/2019 |
| Michael Mitch | Monte Vista | CO | 06/2010 | Present |
1.) EASTWIND DEVELOPMENT - OWNER - BUSINESS DEVELOPMENT - STEVENSVILLE, MD - SINCE 01/01/1987 - NOT INVESTMENT RELATED 2.) MICHAEL MITCH - CO-OWNER - NON-VARIABLE INSURANCE - MONTE VISTE, CO - SINCE 06/2010 - INVESTMENT RELATED 3.) INSLEY MITCH FINANCIAL - CO-OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - MONTE VISTE, CO - SINCE 02/2020 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-01 |
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