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16921 E Palisades Blvd Suite 105, Fountain Hills, AZ 85268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-06 |
| MN | RA | APPROVED | 2016-04-08 |
| AZ | RA | APPROVED | 2003-10-31 |
Branch Locations
16921 E Palisades Blvd, Fountain Hills, AZ 85268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fountain Financial Group, Inc. | Fountain Hills | AZ | 10/2003 | Present |
| Fountain Professional Group, Inc. | Fountain Hills | AZ | 01/1994 | Present |
| Yellowstone Trust Administration, Inc. | Fountain Hills | AZ | 01/1997 | Present |
| Its Marketing Inc. | Fountain Hills | AZ | 03/1994 | Present |
1. FOUNTAIN PROFESSIONAL GROUP INC, NOT INVSTMNT RLTD. 1994. PROVIDE INSURANCE, ESTATE PLANNING CONSULTS, EDUCATION, TECH ASSIST FOR CHARITABLE GIFTING THRU TRUSTS AND EST PLANS FOR CLIENTS BUT ALSO MARKET ESTATE SERVICES TO ADVISORS AND INSURANCE AGENTS. PRESIDENT. 20% TIME DEVOTED 15% DURINIG TRD. 2. YELLOWSTONE TRUST ADMIN, NOT INVSTMNT RLTD. MARKET THE TAX & AMP; ACCTING SVCS TO OTHER FIN ADVSRS. TAX RETURNS AND ACCTING FOR CHARITABLE REMAINDER TRUSTS CLIENTS. 1% OF MY TIME, 1999. 3. ITS MARKETING ; NON- INVESTMENT-RELATED, P.O. BOX 17656, FOUNTAIN HILLS, AZ; PROVIDING ESTATE DESIGN CONSULTING TO OTHER FINANCIAL ADVISORS, PRESIDENT, 08/1994; NO NUMBER OF HOURS/MONTH OR DURING SECURITY TRADING HOURS IS DEVOTED TO BUSINESS, ANNUALLY FILE THE "CORPORATE ANNUAL REPORT.". CORPORATION IS NO LONGER USED; DOES NOT HAVE A CHECKING ACCOUNT AND NO FINANCIAL TRANSACTIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-06 |
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