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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-07-07 |
| AZ | RA | APPROVED | 2017-06-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Source Health & Wealth Management | Scottsdale | AZ | 12/2015 | 08/2017 |
| Whitehall-Parker Securities, Inc. | San Francisco | CA | 01/2016 | 12/2021 |
| The Taylor Advisory Group Llc | Scottsdale | AZ | 06/2017 | Present |
1) Stornetta Insurance Agency (410 W. Fallbrook Suite #104 Fresno, CA 93711) --non-investment related life insurance and fixed annuity sales. Three to four hours per week spent during and outside market trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1981-07-13 |
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