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2233 W Baseline Rd Ste 103, Tempe, AZ 85283 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2002-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Estate & Retirement Strategies Llc | Phoenix | AZ | 01/1996 | Present |
| Millionaireseries.COm | Tempe | AZ | 11/2005 | Present |
ALL ADDRESSES: 2233 W BASELINE RD STE 103 TEMPE, AZ 85283 ESTATE &RETIREMENT,STRATEGIES, LLC, INSURANCE SERVICES AGENCY, MANAGING MEMBER EFF: 1/1/96, 10% ANNETTE M. BAU, SOLE PROPRIETOR, INSURANCE AGENT/OWNER, EFF: 7/29/88, 70%ESTATE & RETIREMENT STRATEGIES, LLC, INVESTMENT RELATED, INVESTMENT ADV SERVICES, MEMBER/ MANAGING MEMBER, EFF:1/1/96, <5% PNC MP RENTAL, LLC; CDS BVC 1604, LLC; PNC GR MT, LLC, AJK PR, LLC, AND PNC CONDO, LLC; MANAGER & MEMBER OWNS FAMILY ASSETS, REAL ESTATE, PERSONAL INVESTMENTS AND RENTALS EFF:2/8/05 , < 30% MILLIONAIRESERIES.COM AND VARIOUS DBAS WITHIN MILLIONAIRESERIES.COM EDUCATIONAL, SELF IMPROVEMENT, FINANCIAL FREEDOM, AND MARKETING RELATED COURSES AND CONSULTING FEES AND COMMISSIONS ARE PAID TO MILLIONAIRESERIES.COM EFF: 11/2005
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-03 |
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