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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-04-17 |
| CA | RA | APPROVED | 2018-01-12 |
| TX | RA | APPROVED_RES | 2018-01-12 |
Branch Locations
171 N Washington St Ste C, Sonora, CA 95370 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dba: Pacific Financial Group | Antioch | CA | 07/2001 | Present |
| Fixed Insurance | Sonora | CA | 09/2001 | Present |
| Signator Investors, Inc. | Pleasanton | CA | 05/2016 | 01/2018 |
| United Planners Financial Services Of America | Scottsdale | AZ | 01/2018 | Present |
| Serena Davis | Sonora | CA | 06/2021 | Present |
| Pacific Financial Group | Sonora | CA | 01/2018 | Present |
1.) SERENA DAVIS - AGENT - NON-VARIABLE INSURANCE - SONORA, CA - SINCE 06/2001 - INVESTMENT RELATED 2.) PACIFIC FINANCIAL GROUP - MANAGING PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - SONORA, CA - SINCE 01/2018 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-16 |
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