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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-06-28 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Chillicothe | OH | 08/2014 | Present |
| Farm & Rental Property | Chillicothe | OH | 09/1997 | Present |
| Justice Financial Services Inc. | Chillicothe | OH | 05/2018 | 03/2022 |
| United Planners Financial Services | Scottsdale | AZ | 05/2018 | Present |
1.) FARM & RENTAL PROPERTY - CO-OWNER - ACTIVE FARM AND RENTAL PROPERTIES - CHILLICOTHE, OH - SINCE 09/1997 - INVESTMENT RELATED 2.) WILLIAM B. BARBER - AGENT - NON-VARIABLE INSURANCE - CHILLICOTHE, OH - SINCE 07/2018 - INVESTMENT RELATED 3.) BARBER & ANNUNZIATA WEALTH MANAGEMENT LLC - CO-OWNER - PASS THROUGH LLC FOR TAX PURPOSES - CHILLICOTHE, OH - SINCE 05/2025 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-28 |
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