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Advisor at ARCWOOD FINANCIAL, LLC
PHOENIX, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ARCWOOD FINANCIAL, LLC | Institutional manager | Aug 24, 2015 | n/a | yes | PHOENIX, AZ | Current employment |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Independent wealth | Apr 5, 2007 | Oct 28, 2016 | no | SCOTTSDALE, AZ|PHOENIX, AZ|SCOTTSDALE, AZ|SCOTTSDALE, AZ | Previous registration |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Independent wealth | Jun 29, 2005 | Aug 23, 2005 | no | SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | ARCWOOD FINANCIAL, LLC | Oct 28, 2016 | Aug 24, 2015 | -431 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 20804:189512:AZ:2016-10-28 | Oct 28, 2016 | Aug 24, 2015 | SCOTTSDALE, AZ | Firm change after gap |