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Current Employers
My Financial Coach Planning, Llc

4745 N 7Th St Suite 235, Phoenix, AZ 85014 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2020-03-06
  • AZ RA
    APPROVED
    Since 2020-03-06

Branch Locations

7014 East Camelback Rd Suite B100A, Scottsdale, AZ 85251-1257 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 09/2013 05/2017
Learnvest Inc. Scottsdale AZ 05/2017 06/2018
My Financial Coach Planning, Llc Scottsdale AZ 12/2019 Present
My Financial Coach, Llc Scottsdale AZ 10/2018 Present
Unemployed Scottsdale AZ 06/2018 10/2018
  • 09/2013 → 05/2017
    Axa Advisors, Llc
    New York, NY
  • 05/2017 → 06/2018
    Learnvest Inc.
    Scottsdale, AZ
  • 12/2019 → Present
    Scottsdale, AZ
  • 10/2018 → Present
    My Financial Coach, Llc
    Scottsdale, AZ
  • 06/2018 → 10/2018
    Unemployed
    Scottsdale, AZ
Previous Registrations
  • 2017-08-09 → 2018-06-11
    Learnvest Planning Services, Llc
    Scottsdale, AZ
  • 2013-12-20 → 2017-05-09
    San Mateo, CA
Other Businesses

Enpo is on the finance committee at his parish, Saint Daniel the Prophet. He gives input on the budget and financial state of the church. He spends about two hours a month on this activity. He volunteers his time effective 8/17/17. Enpo is writing White Papers about financial topics and post to his social media, personal website, or LinkedIn. He spends about 10 hours a month on this activity. He does not earn an income. Enpo started this 9/26/17

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-18
S63 Uniform Securities Agent State Law Examination 2013-11-05
  • S66 Uniform Combined State Law Examination
    2013-12-18
  • S63 Uniform Securities Agent State Law Examination
    2013-11-05
Designations

View on SEC IAPD

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