|
Mark |
Credential and Licenses |
Date Acquired |
|
CHBC |
Certified Healthcare Business Consultant |
10/01/1992 |
|
CFP® |
Certified Financial Planner - License #061997 |
01/21/1999 |
|
CDFA |
Certified Divorce Financial Analyst |
05/22/2001 |
|
AAMS |
Accredited Asset Management Specialist |
01/04/2001 |
|
EA |
IRS Enrolled Agent |
05/01/2004 |
|
CAS |
Certified Annuity Specialist |
06/15/2009 |
|
CTRS |
Certified Tax Resolution Specialist |
05/10/2010 |
|
|
Security License Series #6 - Investment Company Variable Contract Products. |
05/13/1994 |
|
|
Life Insurance License #5953 - State of Arizona |
12/31/1997 |
|
|
Security License Series #63 - Uniform Securities Agent State Law |
05/13/1994 |
|
|
Security License Series #65 - Registered Investment Advisor |
03/20/1998 |
|
|
Securities License Series #7 - General Securities Registered Representative. |
10/01/1999 |
|
|
Securities License Series #24 - General Securities Principal |
09/09/2002 |
|
|
|
|
ASSOCIATION MEMBERSHIPS INCLUDE |
|
|
|
|
Financial Planning Association - National |
National Association of Tax Professionals |
|
|
|
|
The Financial Planning Association - Greater Phoenix Chapter |
National Association of Enrolled Agents |
|
|
|
|
Medical Group Management Association |
National Society of Tax Professionals |
|
|
|
|
National Association of Healthcare Consultants |
Institute for Divorce Financial Analysts |
|
|
|
|
American Society of Tax Problem Solvers |
Academy of Financial Divorce Practitioners |
|
|
|
|
Institute of Business & Finance |
The Tax Foundation |
|
|
|
|
National Association of Registered Tax Preparers |
|
