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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 | 2025-10-29 |
| CA | RA | APPROVED | 2025-10-28 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
7491 N Remington #102, Fresno, CA 93711 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Fresno | CA | 11/2017 | 09/2020 |
| Nylife Securities Llc. | Fresno | CA | 03/2018 | 09/2020 |
| Eye Medical Center Of Fresno | Fresno | CA | 07/1999 | 12/2017 |
| Principal Life Insurance Company | Fresno | CA | 09/2020 | 09/2022 |
| Principal Securities Inc | Fresno | CA | 09/2020 | 09/2022 |
| Nsp Wealth Management And Insurance Solutions | Fresno | CA | 05/2022 | 05/2023 |
| New York Life Insurance Co | Fresno | CA | 09/2022 | 10/2025 |
| Nylife Securities Llc | Fresno | CA | 09/2022 | 10/2025 |
| Eagle Strategies Llc | Fresno | CA | 12/2022 | 10/2025 |
| Nsp Wealth Strategies & Insurance Solutions | Fresno | CA | 05/2023 | 05/2026 |
| United Planners Financial Services | Scottsdale | AZ | 10/2025 | Present |
| Nichola Peacock | Fresno | CA | 01/2018 | Present |
1.) NILMEIER FINANCIAL AND INSURANCE SERVICES - JUNIOR PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - FRESNO, CA - SINCE 10/2025 - INVESTMENT RELATED 2.) NAIFA - LOCAL AFFILIATE CHAIR - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - FRESNO, CA - SINCE 01/2018 - INVESTMENT RELATED 3.) NICHOLA PEACOCK - INSURANCE AGENT - NON-VARIABLE INSURANCE - FRESNO, CA - SINCE 01/2018 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-14 |
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