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1715 East Skyline Drive Suite 101, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-11 |
| AZ | RA | APPROVED | 2018-11-14 |
Branch Locations
1715 East Skyline Drive Suite 101, Tucson, AZ 85718 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premiere Advantage, Inc. | Mesa | AZ | 06/1994 | Present |
| Premiere Retirement Planning & Wealth Management | Phoenix | AZ | 03/2004 | Present |
| Horter Investment Management | Cincinnati | OH | 11/2015 | 12/2018 |
| Premiere Wealth Advisors, Llc | Tucson | AZ | 04/2018 | Present |
(1)PREMIERE ADVANTAGE, INC. 1201 S ALMA SCHOOL RD STE 7550 MESA AZ 85210. PRESIDENT SINCE 1993. INVEST-RELATED BUSINESS. ESTATE PLANNING, ADVISOR, SALES & SRVC OF FIXED FINANCIAL PRODUCTS. (Premier Retirement Planning DBA of Premier Advantage) AMERICAN FINANCIAL EDUCATION ALLIANCE (AFEA) NON PROFIT EDUCATION PROGRAMS VOLUNTEER/TUCSON CHAPTER PRESIDENT SINCE 07/01/2018 10 HRS PER MONTH NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-21 |
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