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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

LIFETYME FINANCIAL ADVISORS, LLC

CRD 159809

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9e97c27f-7b85-2e29-431f-72d5e951e49c

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 2
On other graphs: 0
Observed: Sep 4, 2026 to Sep 4, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 7
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
CRD: 159809
Filings on the tape: 1
First filed: Sep 4, 2026
Latest filed: Sep 4, 2026
Organised: Limited Liability Company, AZ
Website: ltfusa.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
VINCENT DELFRANCO	Chartered Financial Consultant	SCOTTSDALE, AZ	14	32	2	no
LEONG NGU	n/a	SCOTTSDALE, AZ	14	22	2	no
CATHERINE PENNA SMITH	n/a	SCOTTSDALE, AZ	6	37	n/a	no
MARJAN BOOR BOOR	n/a	SCOTTSDALE, AZ	4	12	n/a	no
MCKENZIE KRUSE-PILLSBURY	n/a	SCOTTSDALE, AZ	3	14	n/a	no
Christian King Pruitt	n/a	SCOTTSDALE, AZ \| WILLIAMSTON, SC	0	40	n/a	no

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CSP FINANCIAL GROUP LLC	3	Jan 20, 2021	Jan 27, 2021	SCOTTSDALE, AZ	Team lift out	Other	30.0%

Relationships

Registered with (20)

← Christian King PruittAdvisorregistration: current employment
Feb 10, 2026 to presentfactForm ADV
← MCKENZIE KRUSE-PILLSBURYAdvisorregistration: current employment
Jul 10, 2023 to presentfactForm ADV
← MARJAN BOOR BOORAdvisorregistration: current employment
Aug 3, 2022 to presentfactForm ADV
← CATHERINE PENNA SMITHAdvisorregistration: current employment
Oct 11, 2019 to presentfactForm ADV
← LEONG NGUAdvisorregistration: current employment
Feb 21, 2012 to presentfactForm ADV
← VINCENT DELFRANCOAdvisorregistration: current employment
Jan 11, 2012 to presentfactForm ADV
← HE MAAdvisorregistration: previous registration
Aug 22, 2017 to Jun 6, 2024factForm ADV
← DOUGLAS SHATTUCK MILLERAdvisorregistration: previous registration
Oct 11, 2019 to Mar 21, 2024factForm ADV
← Carroll Clayton MatthewsAdvisorregistration: previous registration
Feb 7, 2019 to Feb 15, 2021factForm ADV
← MARK VINCENT MOLLONAdvisorregistration: previous registration
Mar 12, 2012 to Jan 26, 2021factForm ADV
← HENRY THE LUONGAdvisorregistration: previous registration
Jul 31, 2013 to Jan 22, 2021factForm ADV
← MICHAEL CHRISTOPHER POOLEAdvisorregistration: previous registration
Feb 4, 2019 to Jan 22, 2021factForm ADV
← CHARLES ARTHUR PETTITAdvisorregistration: previous registration
Mar 12, 2012 to Jan 20, 2021factForm ADV
← ANGELA MARIE VALENTINEAdvisorregistration: previous registration
Mar 12, 2012 to Dec 31, 2020factForm ADV
← MARK ALAN FLANAGANAdvisorregistration: previous registration
Feb 4, 2019 to Dec 1, 2020factForm ADV
← Diana BagleyAdvisorregistration: previous registration
Jun 3, 2019 to Oct 2, 2020factForm ADV
← Ajay Jitendra VadukulAdvisorregistration: previous registration
Nov 7, 2019 to Jun 19, 2020factForm ADV
← CHARLES HONG LUONGAdvisorregistration: previous registration
Mar 22, 2018 to Jun 19, 2020factForm ADV
← RYAN PATRICK COSGROVEAdvisorregistration: previous registration
Oct 31, 2019 to May 15, 2020factForm ADV
← SAMUEL NTOW ASAREAdvisorregistration: previous registration
Oct 5, 2012 to May 13, 2015factForm ADV

Moved with (1)

→ CSP FINANCIAL GROUP LLCRegistered adviser3 advisors, team lift out
Jan 20, 2021 to Jan 27, 2021factForm 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
Occurred
Mar 21, 2024
Advisor changed firm
Douglas Shattuck Miller left Lifetyme Financial Advisors, Llc for Csp Financial Group Llc (registered 2024-05-29)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9e97c27f-7b85-2e29-431f-72d5e951e49c
First observed: Sep 4, 2026
Last observed: Sep 4, 2026 16 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIFETYME FINANCIAL ADVISORS, LLC

CRD 159809

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9e97c27f-7b85-2e29-431f-72d5e951e49c

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:41 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

VINCENT DELFRANCO

Chartered Financial Consultant

SCOTTSDALE, AZ

LEONG NGU

n/a

SCOTTSDALE, AZ

CATHERINE PENNA SMITH

n/a

SCOTTSDALE, AZ

n/a

MARJAN BOOR BOOR

n/a

SCOTTSDALE, AZ

n/a

MCKENZIE KRUSE-PILLSBURY

n/a

SCOTTSDALE, AZ

n/a

Christian King Pruitt

n/a

SCOTTSDALE, AZ | WILLIAMSTON, SC

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CSP FINANCIAL GROUP LLC

Jan 20, 2021

Jan 27, 2021

SCOTTSDALE, AZ

Team lift out

Other

30.0%