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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-25 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Asset Preservation, Inc. | Torrance | CA | 04/2002 | Present |
| Kuhn Capital Partners | Plano | TX | 05/2018 | 01/2019 |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 01/2019 | 07/2019 |
| Optivise Advisory Services, Llc | Coppell | TX | 07/2019 | 01/2023 |
| Secure Investment Management | Tucson | AZ | 01/2023 | Present |
| Brookwood Investment Group | Phoenix | AZ | 04/2025 | Present |
THE NAME OF THE OTHER BUSINESS: STRATEGIC ASSET PRESERVATION, INC. INVESTMENT RELATED?: YES ADDRESS OF OTHER BUSINESS: 3655 Torrance Blvd. 3rd Flood Torrance, CA 90503 NATURE OF OTHER BUSINESS: INDEPENDENT ADVISOR / INSURANCE SALES YOUR POSITION: OWNER START DATE: 2002 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS PER MONTH: 100 HOW MANY HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 100 BRIEFLY DESCRIBE YOUR DUTIES: INSURANCE AND ANNUITY SALES South bay Tax Solutions 3655 Tottance Blvd. 3rd Floor Torrance, CA 90503 Owner no involvement with tax preparation or tax advice Devotes apx 10 hours a month both during and after trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-13 |
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