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2350 Nw 128Th St, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-09 |
| NM | RA | APPROVED | 2018-02-20 |
| AZ | RA | APPROVED | 2017-10-16 |
Branch Locations
2350 Nw 128Th St, Urbandale, IA 50323 • United States
Preferred Wealth Management 121 E. Birch Ave, Suite 404, Flagstaff, AZ 86001 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| M.A.S. Group | Flagstaff | AZ | 01/1990 | Present |
| Broker Dealer Financial Services Corp. | West Des Moines | IA | 01/2014 | 09/2017 |
| Brokers International Financial Services, Llc | Phoenix | AZ | 10/2017 | Present |
1. M.A.S. FINANCIAL GROUP; 121 E BIRCH AVE, SUITE 404, FLAGSTAFF, AZ; ACCOUNTANT - ACCOUNTING AND TAX PREP; SOLE PROP (DONALD ROSALEZ); DATED STARTED 1/1/1990; 80 HOURS PER MONTH SPENT ON THIS ACTIVITY/16-20 DURING TRADING HOURS. 2. PREFERRED FINANCIAL GROUP, LLC., 16401 N 40TH STREET, PHOENIX, AZ ; MARKETING ONLY OF FIXED INS & SECURITIES; REGISTERED REP - MARKETING; 80 HOURS PER MONTH SPENT ON THIS ACTIVITY/ALL DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-26 |
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