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3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-21 |
Branch Locations
3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning First, Llc | Tucson | AZ | 05/2026 | Present |
| Tucson Fire Department | Tucson | AZ | 07/2009 | Present |
1) Tucson Fire Department 2) Non Investment-related 3) 300 S Fire Central Place, Tucson AZ 85701 4) Fire Department 5) Paramedic/firefighter 6) State date: 07/13/2009 7) Hours per month: 242 8) Hours devoted during securities trading hours: (varies based on schedule) 9) All duties pertaining to emergency medial and fire response.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-02 |
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