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Tempe, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B-Usa Insurance Services, Inc. | Tempe | AZ | 01/1998 | Present |
| Charitable Planning Concepts Llc | Tempe | AZ | 01/2009 | Present |
| Onpointe Advisory And Financial Services, Llc | Petaluma | CA | 12/2012 | 12/2017 |
| The Safe Money Shop Llc | Tempe | AZ | 10/2010 | Present |
| Parents Plus Placement Llc | Tempe | AZ | 02/2010 | Present |
| Care Options International Llc | Tempe | AZ | 04/2012 | Present |
| Safe Money Shoppe Llc | Tempe | AZ | 10/2010 | Present |
| Executive Benefit Plans Inc. | Tempe | AZ | 07/2012 | Present |
| Arizona Veterans Llc | Tempe | AZ | 04/2012 | Present |
| Ltc Wealth Management, Llc | Tempe | AZ | 12/2017 | Present |
| Care Funding Solutions, Llc | Tempe | AZ | 09/2015 | Present |
| Brokerage Usa, Llc | Tempe | AZ | 06/2009 | Present |
01/1998: B-USA INSURANCE SERVICES,INC., 7329 S. STANLEY PLANE, TEMPLE, AZ. PRESIDENT. FIXED ANNUITY AND LIFE INSURANCE BROKERAGE. FULL TIME, DURING TRADING HOURS. 06/2009: BROKERAGE USA, LLC. 7329 S. STANLEY PLANE, TEMPLE, AZ. OWNER. MANAGING MEMBER. INSURANCE SALES. CURRENTLY SPEND ZERO TIME WITH LLC. ANY WORK DONE WILL BE DURING TRADING HOURS. 01/2009: CHARITABLE PLANNING CONCEPTS, LLC. 7329 S. STANLEY PLANE, TEMPLE, AZ. MANAGING MEMBER. INSURANCE SALES. CURRENTLY SPEND ZERO TIME WITH LLC. ANY WORK DONE WILL BE DURING TRADING HOURS. 7/2012: EXECUTIVE BENEFIT PLANS INC. TEMPE, AZ. NON-PAID STATUTORY AGENT. CURRENTLY SPEND ZERO TIME WITH EXECUTIVE BENEFIT PLANS, INC. 10/2010: THE SAFE MONEY SHOP, LLC., TEMPE, AZ., THIS IS A DBA AND DOES NOT HAVE ANY INCOME. RETAIL LIFE AND ANNUITY SALES, MANAGING MEMBER. NON-INVESTMENT RELATED. ANYTIME SPENT IS DURING WORKING HOURS. 02/2010: PARENTS PLUS PLACEMENT LLC., TEMPE, AZ. THIS IS A DBA AND DOES NOT HAVE ANY INCOME. SENIOR RESIDENTIAL PLACEMENT SERVICE, MANAGING MEMBER. NON-INVESTMENT RELATED. ANYTIME SPENT IS DURING WORKING HOURS. 04/2012: CARE OPTIONS INTERNATIONAL LLC., TEMPE, AZ. THIS IS A DBA AND DOES NOT HAVE ANY INCOME. SENIOR RESIDENTIAL PLACEMENT SERVICE, MANAGING MEMBER. NON-INVESTMENT RELATED. ANYTIME SPENT IS DURING WORKING HOURS. 04/2012: ARIZONA VETERANS LLC., TEMPE, AZ. THIS IS A DBA AND DOES NOT HAVE ANY INCOME. MANAGING MEMBER, NON INVESTMENT RELATED. ALL TIME IS SPENT DURING WORKING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-28 |
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