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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Navy | San Diego | CA | 10/2010 | 10/2016 |
| Cuyamaca College | El Cajon | CA | 11/2016 | 05/2017 |
| Premier Wealth Advisors, Llc | San Diego | CA | 01/2017 | 03/2021 |
| Independent Financial Group | San Diego | CA | 12/2019 | 03/2021 |
| San Diego State University | San Diego | CA | 08/2018 | 05/2019 |
| Kraft Asset Management, Llc | Nashville | TN | 03/2021 | 12/2021 |
| Scf Investment Advisors, Inc | Fresno | CA | 12/2021 | 05/2024 |
| Scf Securities, Inc | Fresno | CA | 12/2021 | 05/2024 |
| Mt. Juliet Advisors, Llc | Mt. Juliet | TN | 12/2021 | Present |
| United Planners Financial Services | Scottsdale | AZ | 05/2024 | Present |
| Jayson Oconnor | Mount Juliet | TN | 11/2022 | Present |
1.) JAYSON O'CONNOR - FIXED INSURANCE SALES - NON-VARIABLE INSURANCE - MOUNT JULIET, TN - SINCE 11/2022 - INVESTMENT RELATED 2.) MT JULIET ADVISORS - FINANCIAL PLANNER - DBA NAME FOR MARKETING PURPOSES ONLY - MOUNT JULIET, TN - SINCE 12/202 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-09 |
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