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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-24 |
Branch Locations
213 South Dillard Street Ste 120, Winter Garden, FL 34787 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 03/2011 | Present |
| Stewardhip Estate Planning | Orlando | FL | 11/2009 | 04/2019 |
| Stewardship Advisory Group | Ocoee | FL | 03/2013 | 04/2019 |
| Raymond Duenas | Winter Garden | FL | 01/2019 | Present |
| Stewardship America Insurance Llc | Winter Garden | FL | 11/2025 | Present |
1.) RAYMOND DUENAS - INSURANCE AGENT - NON-VARIABLE INSURANCE - WINTER GARDEN, FL - SINCE 01/2019 - INVESTMENT RELATED 2.) STEWARDSHIP AMERICA FINANCIAL - CEO & FOUNDER - DBA NAME FOR MARKETING PURPOSES ONLY - WINTER GARDEN, FL - SINCE 01/2019 - INVESTMENT RELATED 3.) THE DUENAS FAMILY LIVING TRUST - TRUSTEE - TRUST RELATED SERVICES - WINTER GARDEN, FL - SINCE 11/2011 - INVESTMENT RELATED 4.) STEWARDSHIP AMERICA INSURANCE LLC - CEO - INSURANCE - WINTER GARDEN, FL - SINCE 11/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-23 |
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