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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-10-05 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
1450 Harbor Island Dr #201, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunset Cliffs Financial | San Diego | CA | 01/2008 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 02/2008 | Present |
| Cdt Solutions | Irvine | CA | 03/2024 | Present |
1.) SUNSET CLIFFS FINANCIAL - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - SAN DIEGO, CA - SINCE 02/2008 - INVESTMENT RELATED 2.) J. SCOTT NUANEZ - AGENT - NON-VARIABLE INSURANCE - SAN DIEGO, CA - SINCE 10/2007 - INVESTMENT RELATED 3.) CDT SOLUTIONS - CHAPERONE - SCREENING FOR PROFESSIONAL ATHLETES - IRVINE, CA - SINCE 03/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-25 |
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