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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-08-31 |
Branch Locations
3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc. | Scottsdale | AZ | 09/2015 | 08/2021 |
| Compass Bank | Birmingham | AL | 09/2015 | 08/2021 |
| Bbva Wealth Solutions Inc. | Scottsdale | AZ | 09/2015 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 12/2015 | 08/2021 |
| Securities America, Inc. | Phoenix | AZ | 08/2021 | 06/2024 |
| Pfg Advisors | Phoenix | AZ | 08/2021 | Present |
| Osaic Wealth, Inc. | Phoenix | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Pfg Insurance Agency | Phoenix | AZ | 08/2021 | Present |
| Pfg Advisors Llc | Phoenix | AZ | 08/2021 | Present |
1.) PFG INSURANCE AGENCY - RELATIONSHIP MANAGER - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 8/2021 - INVESTMENT RELATED 2.) PFG ADVISORS LLC - RELATIONSHIP MANAGER - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ - SINCE 8/2021 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-30 |
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