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7210 N 16Th Street, Phoenix, AZ 85020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Phoenix Fire Department | Phoenix | AZ | 09/1989 | 11/2018 |
| United Planners Financial Services | Scottsdale | AZ | 08/2016 | Present |
| Mathis Wealth Management | Phoenix | AZ | 08/2016 | Present |
| Phillip J. Adams, Pllc | Glendale | AZ | 07/2004 | Present |
| Transcend Security | Phoenix | AZ | 10/2018 | 09/2019 |
1.) PHILLIP J. ADAMS, PLLC - PRESIDENT - FORMALLY USED FOR REAL ESTATE PURCHASES, NO LONGER IN USE - PHOENIX, AZ - SINCE 07/2004 - NOT INVESTMENT RELATED 2.) MATHIS WEALTH MANAGEMENT - IAR - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ - SINCE 08/2016 - INVESTMENT RELATED 3.) MATHIS PUBLIC SAFETY RETIREMENT - INVESTMENT ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 09/2021 - INVESTMENT RELATED 4.) MATHIS WEALTH MANAGEMENT - INVESTMENT ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 11/2016 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-14 |
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