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RIA / WealthAdvisor12 years in industry

HE MA

Advisor at CSP FINANCIAL GROUP LLC

PHOENIX, AZ | SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:2f459a2a-9962-376d-4243-6abdbf2181f6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 12, 2013 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CSP FINANCIAL GROUP LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 2, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Nov 2, 2013
First registration: Dec 12, 2013
Dual registered: no
Other names: HE MA
IAPD individual key: 6007638

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CSP FINANCIAL GROUP LLC	Independent wealth	Jun 10, 2024	n/a	yes	PHOENIX, AZ\|SCOTTSDALE, AZ	Current employment
LIFETYME FINANCIAL ADVISORS, LLC	State registered	Aug 22, 2017	Jun 6, 2024	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Oct 30, 2014	Nov 30, 2015	no	MESA, AZ\|Mesa, AZ	Previous registration
PRIMERICA ADVISORS	National bd RIA	Dec 12, 2013	Aug 21, 2014	no	TINTON FALLS, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LIFETYME FINANCIAL ADVISORS, LLC	CSP FINANCIAL GROUP LLC	Jun 6, 2024	Jun 10, 2024	4	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	LIFETYME FINANCIAL ADVISORS, LLC	Nov 30, 2015	Aug 22, 2017	631	Firm change after gap	Other
PRIMERICA ADVISORS	TRANSAMERICA FINANCIAL ADVISORS, LLC	Aug 21, 2014	Oct 30, 2014	70	Firm change	Other

Relationships

Registered with (4)

→ CSP FINANCIAL GROUP LLCRegistered adviserregistration: current employment
Jun 10, 2024 to presentfactForm ADV
→ LIFETYME FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 22, 2017 to Jun 6, 2024factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 30, 2014 to Nov 30, 2015factForm ADV
→ PRIMERICA ADVISORSRegistered adviserregistration: previous registration
Dec 12, 2013 to Aug 21, 2014factForm ADV

Dated events

Occurred
Jun 6, 2024
Advisor changed firm
He Ma left Lifetyme Financial Advisors, Llc for Csp Financial Group Llc (registered 2024-06-10)
Form ADVobserved 5 days ago