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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-09-06 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Sidney | OH | 09/2010 | 10/2019 |
| Mccrate, Delaet & Co. | Sidney | OH | 07/2010 | Present |
| 1St Global Advisors, Inc. | Sidney | OH | 09/2010 | 10/2019 |
| Avantax Insurance Services, Inc. | Sidney | OH | 04/2011 | 09/2022 |
| Avantax Advisory Services | Irving | TX | 10/2019 | 09/2022 |
| Avantax Investment Services, Inc. | Sidney | OH | 10/2019 | 09/2022 |
| United Planners Financial Services | Scottsdale | AZ | 09/2022 | Present |
| Mccrate, Delaet & Co. | Sidney | OH | 07/2010 | Present |
| Mark Hoge | Sidney | OH | 04/2011 | Present |
| German Farmers Mutual Insurance Company | New Knoxville | OH | 06/2023 | Present |
1.) MCCRATE, DELAET & CO. - SHAREHOLDER OF CPA FIRM - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - SIDNEY, OH - SINCE 07/2010 - NOT INVESTMENT RELATED 2.) MCCRATE WEALTH MANAGEMENT, LLC - MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - SIDNEY, OH - SINCE 05/2022 - INVESTMENT RELATED 3.) MARK HOGE - AGENT - NON-VARIABLE INSURANCE - SIDNEY, OH - SINCE 04/2011 - INVESTMENT RELATED 4.) GERMAN FARMERS MUTUAL INSURANCE COMPANY - BOARD MEMBER/DIRECTOR - CONSULTING SERVICES - NEW KNOXVILLE, OH - SINCE 06/2023 - NOT INVESTMENT RELATED 5.) MCCRATE WEALTH MANAGEMENT, LLC - MEMBER OF LLC - ENTITY SET UP FOR MARKETING PURPOSES ONLY. THIS IS A DBA NAME - SIDNEY, OH - SINCE 05/2022 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-28 |
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