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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 | 2022-05-06 |
| TX | RA | APPROVED | 2022-05-05 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
10752 Deerwood Park Blvd. Ste. 100, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2014 | 05/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2014 | 05/2022 |
| United Planners Financial Services | Scottsdale | AZ | 05/2022 | Present |
| Christopher Kelly Independent Insurance Agent | Jacksonville | FL | 04/2022 | Present |
1.) CHRISTOPHER KELLY - AGENT - NON-VARIABLE INSURANCE - JACKSONVILLE, FL - SINCE 04/2022 - INVESTMENT RELATED 2.) COAST TO COAST WEALTH ADVISORS - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - JACKSONVILLE, FL - SINCE 04/2022 - INVESTMENT RELATED 3.) BNI BEACHSIDE - EDUCATION COORDINATOR - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - PONTE VEDRA BEACH, FL - SINCE 04/2026 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-17 |
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