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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-22 |
| AZ | RA | APPROVED | 2025-07-01 |
Branch Locations
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Imagetag, Inc. | Tempe | AZ | 08/2012 | 03/2018 |
| Stronghold Financial, Llc | Phoenix | AZ | 03/2018 | Present |
| Ultra Financial Partners | Scottsdale | AZ | 11/2021 | 06/2025 |
| United Planners Financial Services | Scottsdale | AZ | 06/2025 | Present |
| Jonathan Michaels | Phoenix | AZ | 09/2018 | Present |
1.) 200+ RACING, LLC - FOUNDER & CEO - LUXURY LOUNGE WITH F1 RACING SIMULATORS - SCOTTSDALE, AZ - SINCE 07/2023 - NOT INVESTMENT RELATED 2.) JONATHAN MICHAELS - FIXED INSURANCE SALES - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 09/2018 - INVESTMENT RELATED 3.) STRONGHOLD FINANCIAL - FOUNDER & CEO - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 01/2018 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-05 |
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