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Tucson, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-29 |
| CA | RA | APPROVED | 2020-07-23 |
| OR | RA | APPROVED | 2017-10-16 |
| MD | RA | APPROVED | 2017-10-10 |
| CO | RA | APPROVED | 2017-09-22 |
| NV | RA | APPROVED | 2017-09-22 |
| AZ | RA | APPROVED | 2017-08-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Next Financial Group Ince | Tucson, Az | AZ | 03/2006 | 08/2017 |
| Holton & Kosanke Wealth Management, Llc | Tucson | AZ | 06/2017 | Present |
| Peter Kosanke Llc | Tucson | AZ | 01/2011 | 06/2017 |
(1) 2012-Present: Independent insurance agent/Insurance related/Tucson, AZ/Independent insurance agent/Offer insurance products and services via unaffiliated issuers and agencies/Involves up to 50% time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-03 |
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