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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-01-30 |
| TX | RA | APPROVED | 2020-09-30 |
Branch Locations
Willow Park, TX • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • 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 |
|---|---|---|---|---|
| Wfg Investments, Inc. | Fort Worth | TX | 01/2014 | 10/2016 |
| Wfg Advisors, Lp | Fort Worth | TX | 01/2014 | 10/2016 |
| Palmer Nunn Wealth Management | Fort Worth | TX | 01/2014 | 09/2020 |
| Kms Financial Services, Inc. | Seattle | WA | 10/2016 | 09/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 09/2020 | Present |
| Teresa Palmer | Willow Park | TX | 07/1988 | Present |
| Vidafy | Willow Park | TX | 09/2023 | 09/2024 |
| Teresa Palmer | Willow Park | TX | 09/2023 | 09/2024 |
| Entertainment | Fort Worth | TX | 03/2026 | Present |
1.) TERESA PALMER - AGENT - INSURANCE- WILLOW PARK, TX - SINCE 07/1988 - INVESTMENT RELATED 2.) PALMER NUNN WEALTH MGMT. - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - FORT WORTH, TX - SINCE 01/2014 - INVESTMENT RELATED 3.) MAYOR OF WILLOW PARK - MAYOR - WILLOW PARK CITY - WILLOW PARK, TX - SINCE 05/2025 - NOT INVESTMENT RELATED 4.) ENTERTAINMENT - BACKGROUND ACTING - EXTRA FOR TV SHOWS NONE BUS - FORT WORTH, TX - SINCE 03/2026 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-16 |
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