Sheena Anne Oberoi

Current Employers

Employment History

• 02/2009 → 12/2024
  Lpl Financial, Llc
  Scottsdale, AZ
• 08/2007 → Present
  Unified Wealth Management, Llc
  Scottsdale, AZ
• 08/2020 → Present
  Winthrop Advisory Group Llc
  Scottsdale, AZ
• 11/2024 → Present
  Compass Realty
  Scottsdale, AZ
• 12/2023 → 11/2024
  Silverleaf Realty
  Scottsdale, AZ
• 02/2009 → Present
  Unified Tax Services, Llc
  Scottsdale, AZ
• 08/2020 → 08/2022
  Mountianside Fitness & Fit Republic
  Scottsdale, AZ
• 08/2019 → Present
  Dmb Sports Clubs, Lp
  Scottsdale, AZ

Other Businesses

02/23/2009 - Unified Tax Services, LLC - Investment Related - At Reported Business Location(s) - Tax Preparation - Time spent 11 hr/month >1 hour per day. Prepare income taxes for individuals and businesses. 08/26/2019 - DMB Sports Clubs, LP - Not Investment Related - W2 Employment - Group Fitness Instructor - Gainey Village Health Club. 4 hours per month, <1 hour per day. 8/12/2020 - BishopOberoi LLC - Investment Related - Scottsdale, Arizona 85260 - Real Estate Rental Ownership Entity- Started 11/01/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 11/26/2024 - Sheena Oberoi PLLC/Compass Realty - Real Estate Agent - Investment Related - 18801 N Thompson Peak Parkway Suite 100, Scottsdale. Arizona. 85255 - Start Date 11/26/2024 - 5 Hours Per Month/ 1 Hour During Trading 08/18/2020 - No Business Name - Non-Variable Insurance Producer - Investment-Related - At Reported Business Location - Start Date 08/18/2020 - Less Than 1 Hr Monthly/1Hr During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-04-30

Designations

Other Names

• Sheena Oberoi