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14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-29 |
Branch Locations
14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
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 |
|---|---|---|---|---|
| 360 Wealth Management, Inc. | Scottsdale | AZ | 12/2012 | 03/2018 |
| Bridgelight Capital, Llc | Scottsdale | AZ | 04/2018 | 09/2019 |
| Lifetyme Financial Advisors, Llc | Scottsdale | AZ | 10/2019 | 03/2024 |
| Lifetyme Financial Group, Llc | Scottsdale | AZ | 09/2019 | 03/2024 |
| Csp Financial Group Llc | Scottsdale | AZ | 04/2024 | Present |
| Na | Scottsdale | AZ | 09/2018 | 09/2019 |
| Douglas Miller, Sole Proprietor | Scottsdale | AZ | 03/2024 | Present |
Douglas Miller, Sole Proprietor; Investment Related; Scottsdale, AZ; Insurance Agent; Fixed Insurance Sales; Started 03/2024; Approximately 48 hours spent per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-30 |
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