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2151 E Broadway Suite 203, Tempe, AZ 85282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-19 |
| CA | RA | APPROVED | 2024-03-25 |
| TX | RA | APPROVED | 2024-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowes Home Improvment | Salem | OR | 04/2021 | 06/2023 |
| Willamette University | Salem | OR | 08/2017 | 12/2021 |
| Door Dash | Salem | OR | 01/2017 | 05/2021 |
| Corona Del Sol | Tempe | AZ | 08/2013 | 05/2017 |
| Financial Life Planners | Phoenix | AZ | 07/2023 | Present |
Financial Life Planners Insurance Services, LLC. /Investment Related/2151 E. Broadway Suite 203, Tempe, AZ 85282/Insurance/Insurance Producer/2024/0-10 hours devoted to insurance sales during securities trading hours/insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-09 |
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