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2701 W. Queen Creek Rd., #3, Chandler, AZ 85248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-18 |
| NV | RA | APPROVED | 2023-01-05 |
| AZ | RA | APPROVED | 2022-09-26 |
Branch Locations
2701 W. Queen Creek Rd., #3, Chandler, AZ 85248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keystone Law Firm & Wealth Partners | Chandler | AZ | 11/2007 | Present |
| Keystone Wealth Partners Llc | Chandler | AZ | 08/2014 | 06/2022 |
| Lifestyle Planning, Llc | Chandler | AZ | 07/2022 | Present |
(1) Keystone Law Firm, Investment Related, Address: 2701 W. Queen Creek, Suite 3 Chandler, AZ 85248, Nature: Estate and Wealth Planning Law Firm, Estate Planning Book sold as part of law firm activities, Start Date: 11/2007, Position/Title: Owner, Attorney and Author, Hours Per Month Devoted: 8, Hours per Month Devoted During Securities Trading: 8, Duties: Provide estate and wealth planning services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-30 |
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