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2422 W. Sunset Drive, Tampa, FL 33629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-05 |
Branch Locations
6910 E. Chauncey Lane Ste 230, Phoenix, AZ 85054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Tree Estate Planning | Phoenix | AZ | 02/2026 | Present |
| Stealth Monitoring/Ecam | Sacramento | CA | 04/2024 | 01/2026 |
| Parcel Pending | Los Angeles | CA | 04/2022 | 04/2024 |
| Easy Breathe | Los Angeles | CA | 08/2019 | 04/2022 |
| Robert Half | Los Angeles | CA | 02/2019 | 07/2019 |
| Hst Pathways - Casetabs | Los Angeles | CA | 11/2017 | 10/2019 |
| Acs Security | Los Angeles | CA | 07/2016 | 10/2017 |
| Compass Financial Management Llc | Tampa | FL | 07/2026 | Present |
Family Tree Estate Planning - investment related: no - 6910 E. Chauncey Ln STE 230, Phoenix, AZ 85054 - Estate planning (selling revocable trusts, wills, and annuities) - Estate planning consultant - 02/2026 to present - Approximate hours per month 128 - Approximate hours working during trading hours 4 hours - Duties: Consult clients on transferring assets to beneficiaries with trusts and wills and insuring their income with annuity products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-10 |
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