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5151 E Broadway Blvd Suite 1600, Tucson, AZ 85711 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2002-08-22 |
Branch Locations
5151 E Broadway Blvd Suite 1600, Tucson, AZ 85711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Healy & Associates | Tucson | AZ | 07/1996 | Present |
| Sunrise Wealth Management, Llc | Tucson | AZ | 09/2008 | Present |
HEALY & ASSOCIATES (QUALITY FINANCIAL BUSINESS SERVICES INC, DBA HEALY & ASSOCIATES - 50% OWNER), 1996 - PRESENT. NICHOLAS HEALY, PRESIDENT, PROVIDES TAX PLANNING AND PREPARATION SERVICES FOR INDIVIDUALS AND SMALL BUSINESS CLIENTS. FEBRUARY 15TH THROUGH APRIL 15TH NICHOLAS HEALY FOCUSES A SIGNIFICANT AMOUNT OF TIME ON HIS TAX BUSINESS. DURING THIS TIME, NICHOLAS HEALY TYPICALLY SPENDS 75% OF HIS TIME ON TAX MATTERS (125 HOURS PER MONTH) AND 25% ON INVESTMENT MATTERS (40 HOURS PER MONTH). DURING THE BALANCE OF THE YEAR, NICHOLAS HEALY TYPICALLY SPENDS 90% (150 HOURS PER MONTH) OF HIS TIME ON INVESTMENT MATTERS AND 10% (15 HOURS PER MONTH AFTER SECURITY TRADING HOURS) ON TAX MATTERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-02 |
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