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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-01 |
| AZ | RA | APPROVED | 2018-12-18 |
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 |
|---|---|---|---|---|
| Lpl Financial | Phoenix | AZ | 08/2015 | 11/2017 |
| Desert Schools Fcu | Phoenix | AZ | 08/2015 | 11/2017 |
| Sagepoint Financial | Phoenix | AZ | 11/2017 | 11/2018 |
| Securities America, Inc. | Phoenix | AZ | 12/2018 | 06/2024 |
| Pfg Advisors | Phoenix | AZ | 12/2018 | Present |
| Osaic Wealth, Inc. | Phoenix | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
1.) PFG ADVISORS - INVESTMENT ADVISOR REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ - SINCE 12/2018 - INVESTMENT RELATED 2.) PRIORITY FINANCIAL GROUP - VICE PRESIDENT, COMPLIANCE - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 12/2018 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-28 |
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