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1560 Plaza West Drive, Prescott, AZ 86303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-08 |
| AZ | RA | APPROVED | 2024-03-27 |
Branch Locations
1560 Plaza West Drive, Prescott, AZ 86303 • United States
7373 E. Doubletree Ranch Rd #200, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Prescott | AZ | 08/2017 | 10/2017 |
| Commonwealth Financial Network | San Diego | CA | 09/2022 | 01/2023 |
| Cwm, Llc | Omaha | NE | 03/2023 | Present |
| Lane Brothers Investment Counsel | Prescott | AZ | 03/2023 | 08/2026 |
| Sc Audit & Accounting Solutions | Prescott | AZ | 02/2014 | 09/2022 |
| Allen Financial Partners | Prescott | AZ | 08/2026 | Present |
NAME OF BUSINESS: SC Audit & Accounting Solutions, LLC, NATURE: CPA, START: 02/14/2014, POSITION: CEO/CPA, APPX. HRS/MONTH: 40, % APPX HRS/MONTH DURING TRADING HOURS: 40, DUTIES: CPA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-12 |
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