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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2025-07-25 |
Branch Locations
7055 W. Bell Rd. Ste. B1, Glendale, AZ 85308 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teal Tax Services Llc | Glendale | AZ | 10/2007 | Present |
| Cue Financial Group Inc | Phoenix | AZ | 10/2014 | 12/2018 |
| Foothill Securities, Inc. | Phoenix | AZ | 01/2014 | 12/2016 |
| Teal Financial Services Llc | Glendale | AZ | 10/2015 | Present |
| Securities America, Inc. | Glendale | AZ | 12/2016 | 06/2024 |
| Pfg Advisors-Ria | Glendale | AZ | 04/2018 | 07/2025 |
| Osaic Wealth, Inc. | Glendale | AZ | 06/2024 | 07/2025 |
| United Planners Financial Services | Scottsdale | AZ | 07/2025 | Present |
| Tiffany Lum | Phoenix | AZ | 12/2014 | Present |
1.) TEAL TAX SERVICES PLLC - PRESIDENT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - GLENDALE, AZ - SINCE 05/2025 - NOT INVESTMENT RELATED 2.) SPARROW FINANCIAL LLC - MANAGING PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - GLENDALE, AZ - SINCE 07/2025 - INVESTMENT RELATED 3.) TIFFANY LUM - AGENT - INSURANCE AGENCY - PHOENIX, AZ - SINCE 12/2014 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-21 |
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