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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2003-08-27 |
| CO | RA | APPROVED | 2003-08-15 |
Branch Locations
3567 E. Sunrise Drive Suite 127, Tucson, AZ 85718 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Tucson | AZ | 02/2003 | Present |
| Pinnacle Taxx | Tucson | AZ | 03/2003 | 10/2016 |
1) PINNACLE TAXX; NON-INVESTMENT RELATED; 3567 E SUNRISE DRIVE SUITE 127 TUCSON AZ 85718; TAX PREPARER; STARTED 01/01/2003; 40 HRS/MTH; 4 HRS/MTH DURING ST HOURS; TAX PREPARATION DURING TAX SEASON. 2) JIM GODWIN; INVESTMENT RELATED; 3567 E SUNRISE DR SUITE 127 TUCSON AZ 85718; STATUTORY AGENT; STARTED 11/01/2001; 8 HRS/MTH; 0 HRS/MTH DURING ST; SALE OF LIFE, HEALTH AND DISABILITY INSURANCE FOR INDIVIDUALS AND COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-06 |
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