Bruce Jonathan Weinstein

Employer firm

Premier Southwest Planning Group, LLC CRD 132868

$92.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → 07/2017
  The O.N. Equity Sales Company
  Cincinnati, OH
• 01/2001 → Present
  Premier Southwest Benefits Group
  Scottsdale, AZ
• 09/2004 → Present
  Premier Southwest Planning Group, Llc
  Scottsdale, AZ
• 05/2017 → 01/2021
  Mass Mutual
  Scottsdale, AZ
• 09/2017 → 09/2023
  Tim Travis Capital Management, Llc Dba T&T Capital Management
  Scottsdale, AZ
• 08/2005 → Present
  Bull Canyon Ranch, Llc
  Santa Rosa, NM
• 09/2019 → Present
  The Cortez Inn Llc
  Scottsdale, AZ

Previous Registrations

• 2017-11-27 → 2023-09-19
  T&T Capital Management
  Scottsdale, AZ
  Gilbert, AZ
  Scottsdale, AZ
  Scottsdale, AZ
• 2014-08-29 → 2017-07-19
  On Investment Management Co
  Scottsdale, AZ
• 2007-05-29 → 2011-08-22
  On Investment Management Co
  Scottsdale, AZ
  Cincinnati, OH

Other Businesses

1) PREMIER SOUTHWEST BENEFITS GROUP; INVESTMENT RELATED; 14500 N NORTHSIGHT BLVD SUITE 101 SCOTTSDALE AZ 85260; SELLING LIFE, HEALTH, DISABILITY, MEDICARE SUPPLEMENTS LTC,EQUITY INDEXED ANNUITIES; Insurance Agent; START DATE: 01/01/2001; 75% of time per month 2) BULL CANYON RANCH; NOT INVESTMENT RELATED; 7448 E. Cortez Street, SCOTTSDALE AZ 85260; I OWN A RANCH PROPERTY; MANAGING MEMBER; START DATE: 01/01/2008; 1% time per month 3) THE CORTEZ INN LLC; NOT INVESTMENT RELATED; CO OWNER; SCOTTSDALE, AZ; START DATE 12/2019; REAL ESTATE HOLDING COMPANY, COLLECT RENTS AND PAY THEM TO THE LLC; 2% OF TIME per month 3) Premier Southwest Insurance, LLC: INVESTMENT RELATED; 7448 E. Cortez St. Scottsdale, AZ 85260 ; Partner selling insurance products; START DATE: 01/01/2022; 5% time per month 4) B and B Oil, LLC; Non-Investment Related; Scottsdale, AZ; investment in oil wells; start date 10/2/24; Member; 10% of time per month 5) Premier Southwest Capital Group, LLC; Private Equity Funding; Scottsdale, AZ; Owner; start date 7/23/24; 0% time per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-27
• S63 Uniform Securities Agent State Law Examination
  1989-09-08