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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-22 |
| AZ | RA | APPROVED | 2022-03-17 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
7373 E. Doubletree Ranch Rd. Ste. 200, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Financial Group | Scottsdale | AZ | 08/2016 | 02/2018 |
| Mml Investors Services, Llc | Scottsdale | AZ | 09/2016 | 02/2018 |
| First Financial Equity Corporation | Scottsdale | AZ | 02/2018 | 03/2022 |
| United Planners | Scottsdale | AZ | 03/2022 | Present |
| Eric L Christus | Tempe | AZ | 01/2022 | Present |
| Brightphoenix Management Llc, Aka Brightwealth | Scottsdale | AZ | 01/2022 | 12/2024 |
1.) DUNDAS WEALTH MANAGEMENT LLC - VICE PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - SCOTTSDALE, AZ - SINCE 03/2022 - INVESTMENT RELATED 2.) ERIC L CHRISTUS - INSURANCE AGENT - NON-VARIABLE INSURANCE - TEMPE, AZ - SINCE 01/2022 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-27 |
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