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2151 E Broadway Suite 203, Tempe, AZ 85282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-08 |
| CA | RA | APPROVED | 2022-05-25 |
| AZ | RA | APPROVED | 2004-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Life Planners Llc | Chandler | AZ | 12/2003 | Present |
1) FLP Insurance Services LLC/non-investment related/Chandler, AZ/Entity not used/December 2014/0 hours 2) Pine Dreams LLC/non-investment related/Gilbert, AZ/April 2019/Real estate rental and leasing/0-5 hours per month 3) The Sisterhood of Money LLC/non-investment related/Chandler, AZ/May 2015/AUTHOR AND TRAINER OF THE BOOK, THE SISTERHOOD OF MONEY AND PROGRAMS/0-5 hours per month 4) Fixed-insurance, Life Insurance, and Long-Term insurance sales/investment-related/Phoenix, AZ/10-20 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-05 |
| S65 | Uniform Investment Adviser Law Examination | 1995-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-01 |
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