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14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-23 |
| CA | RA | APPROVED | 2025-09-22 |
| SC | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-01-26 |
| AK | RA | APPROVED | 2023-10-04 |
| AZ | RA | APPROVED | 2023-07-10 |
Branch Locations
14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetyme Financial Advisors, Llc | Scottsdale | AZ | 06/2023 | Present |
| Lifetyme Financial Group Llc | Scottsdale | AZ | 02/2023 | Present |
| Honorhealth Hospital | Phoenix | AZ | 07/2020 | Present |
| North Memorial Hospital | Robbinsdale | MN | 07/2018 | 08/2019 |
| Full-Time Student | Phoenix | AZ | 08/2012 | 08/2019 |
| Springboard Healthcare | Phoenix | AZ | 09/2019 | 06/2022 |
| Bio-Elite Training Systems | Fountain Hills | AZ | 03/2025 | Present |
LIFETYME FINANCIAL GROUP LLC; INV REL; INS AGENT; SCOTTSDALE, AZ; INS SALES AND SERVICES; 02/2023; 50% OF TIME SPENT IN THIS PRACTICE. BIO-ELITE TRAINING SYSTEMS; NOT INV REL; COO/CFO; FOUNTAIN HILLS, AZ; HEALTH AND WELLNESS BUSINESS; 03/2025; APPROX 30% OF TIME IN THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-13 |
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