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Paul Christopher Ohanian

Scottsdale Wealth Planning, Inc.

Scottsdale, AZ

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Current Employers
Scottsdale Wealth Planning, Inc.

7033 E. Main Street Suite 104, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2014-01-21
  • AZ RA
    APPROVED
    Since 2014-01-21

Branch Locations

7033 E. Main Street Suite 104, Scottsdale, AZ 85251 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottsdale Wealth Planning, Inc. Scottsdale AZ 01/2014 Present
Ctax Partners Llc Scottsdale AZ 05/2015 07/2019
Previous Registrations
  • 2008-06-02 → 2014-02-10
    Scottsdale, AZ
  • 2006-12-19 → 2008-03-03
    Wt Arizona Securities, Llc
    Scottsdale, AZ
  • 2003-04-04 → 2006-12-07
    Wealth Trust - Arizona Llc
    Scottsdale, AZ
Other Businesses

1. INDEPENDENT INSURANCE AGENT, INVESTMENT-RELATED, 1-2 HOURS/WK

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-03
S65 Uniform Investment Adviser Law Examination 1993-06-10
S63 Uniform Securities Agent State Law Examination 1989-06-15
  • S66 Uniform Combined State Law Examination
    2003-04-03
  • S65 Uniform Investment Adviser Law Examination
    1993-06-10
  • S63 Uniform Securities Agent State Law Examination
    1989-06-15

View on SEC IAPD

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