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Sydney Lynn Johnson

United Advisor Group

Safford, AZ

Cincinnati, OH

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Current Employers
United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-10-16
  • AZ RA
    APPROVED
    Since 2024-10-16

Branch Locations

1200 W. Thatcher Blvd., Safford, AZ 85546 • United States

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thatcher Schools Thatcher AZ 08/2005 05/2018
Town Of Pima Pima AZ 05/2016 08/2019
Arizona State University Tempe AZ 08/2018 05/2021
Arizona State University Tempe AZ 08/2018 12/2018
Downeast Basics Mesa AZ 01/2019 04/2019
All Around Math Tempe AZ 08/2019 12/2020
Lifetime Fitness Tempe AZ 08/2019 11/2019
Family Medical Center Safford AZ 12/2019 11/2020
Sorensen Financial Safford AZ 11/2020 Present
Scf Investment Advisors, Inc Fresno CA 01/2022 Present
Ash Creek Financial Advisors Llc Safford AZ 01/2022 08/2024
United Advisor Group Safford AZ 09/2024 Present
Insight Wealth Management Safford AZ 09/2024 Present
  • 08/2005 → 05/2018
    Thatcher Schools
    Thatcher, AZ
  • 05/2016 → 08/2019
    Town Of Pima
    Pima, AZ
  • 08/2018 → 05/2021
    Arizona State University
    Tempe, AZ
  • 08/2018 → 12/2018
    Arizona State University
    Tempe, AZ
  • 01/2019 → 04/2019
    Downeast Basics
    Mesa, AZ
  • 08/2019 → 12/2020
    All Around Math
    Tempe, AZ
  • 08/2019 → 11/2019
    Lifetime Fitness
    Tempe, AZ
  • 12/2019 → 11/2020
    Family Medical Center
    Safford, AZ
  • 11/2020 → Present
    Sorensen Financial
    Safford, AZ
  • 01/2022 → Present
    Scf Investment Advisors, Inc
    Fresno, CA
  • 01/2022 → 08/2024
    Ash Creek Financial Advisors Llc
    Safford, AZ
  • 09/2024 → Present
    Safford, AZ
  • 09/2024 → Present
    Insight Wealth Management
    Safford, AZ
Previous Registrations
  • 2022-01-11 → 2024-11-04
    Scf Investment Advisors, Inc.
    San Diego, CA
    Safford, AZ
Other Businesses

INSIGHT WEALTH MANAGEMENT - INVESTMENT RELATED - 1200 W THATCHER BLVD, SAFFORD AZ 85546 - DBA - INVESTMENT ADVISOR - START 09/2024 - 80 HOURS/MONTH DURING TRADING HOURS - HELP CLIENTS REACH THEIR FINANCIAL GOALS; SORENSEN FINANCIAL PLLC - NON INVESTMENT RELATED - SAME ADDRESS - ACCOUNTING / TAX PREP - EMPLOYEE - START 11/2020 - 80 HOURS/MONTH DURING TRADING HOURS - TAX PREP, BOOKKEEPING SERVICES FOR CLIENTS, PAYROLL PROCESSING FOR CLIENTS; ASH BROKERAGE - NON INVESTMENT RELATED - SAME ADDRESS - INDEPENDENT INSURANCE AGENT / AGENCY - AGENT - START 07/27/2023 - 3 HOURS/MONTH DURING TRADING HOURS - OFFER CLIENTS ADDITIONAL INSURANCE PRODUCTS BASED ON THEIR NEEDS AND SUITABILITY. THIS WILL BE AN ADDITIONAL TOOL WHEN HELPING CREATE A COMPREHENSIVE FINANCIAL PLAN;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-29
  • S65 Uniform Investment Adviser Law Examination
    2021-10-29
Other Names
  • Sydney Lynn Damron

View on SEC IAPD

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