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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_RES | 2026-05-20 |
| CA | RA | APPROVED | 2026-05-19 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Senior Insurance | Boca Raton | FL | 01/2013 | 11/2019 |
| United Planners Financial Services | Scottsdale | AZ | 05/2026 | Present |
| Signature Resources Capital Management Llc | Irvine | CA | 06/2016 | 05/2021 |
| Guardian Financial Partners, Llc | Orange | CA | 05/2021 | 06/2022 |
| Fidelity Investments | Mission Viejo | CA | 07/2022 | 05/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2026 |
1.) C7 CAPITAL GROUP - MANAGING DIRECTOR - DBA NAME FOR MARKETING PURPOSES ONLY - SAN CLEMENTE, CA - SINCE 05/2026 - INVESTMENT RELATED 2.) C7 CAPITAL GROUP, INC - MANAGING DIRECTOR - S CORP FOR PASS THROUGH INCOME - SAN CLEMENTE, CA - SINCE 4/2019 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-08 |
| S66 | Uniform Combined State Law Examination | 2007-02-06 |
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