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2801 E Camelback Rd Suite 200, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-08 |
| TX | RA | APPROVED_RES | 2025-02-10 |
| AZ | RA | APPROVED | 2020-07-29 |
Branch Locations
2801 E Camelback Rd Suite 200, Phoenix, AZ 85016 • 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 |
|---|---|---|---|---|
| Lifetyme Financial Advisors, Llc | Phoenix | AZ | 03/2018 | 06/2020 |
| Luong Financial, Llc | Tempe | AZ | 06/2017 | Present |
| Lifetyme Financial Group, Llc | Phoenix | AZ | 05/2017 | 06/2020 |
| World Financial Group | Tempe | AZ | 01/2012 | 05/2017 |
| Endeavor Advisors Llc | Chandler | AZ | 06/2020 | Present |
1) LUONG FINANCIAL, LLC; TEMPE, AZ; OWNER/INSURANCE AGENT; INSURANCE SALES AND SERVICES; INVESTMENT RELATED. 2) VIETNAMESE COMMUNITY ASSISTANCE FOUNDATION; GLENDALE, AZ; NOT INVESTMENT RELATED; BOARD MEMBER; 01/2020; APPROXIMATELY 5 HRS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-02 |
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