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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-26 |
Branch Locations
18301 N. 79Th Ave. Bldg A Ste 100, Glendale, AZ 85308 • United States
20250 N. 59Th Ave. Ste 102, Glendale, AZ 85308 • United States
21111 N. 19Th Ave., Phoenix, AZ 85027 • United States
16150 N. Arrowhead Fountains Center Dr. Ste 345, Peoria, AZ 85382 • United States
3200 N. Central Ave Ste 200, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc. | Phoenix | AZ | 08/2011 | 03/2017 |
| Usaa Financial Planning Services | Phoenix | AZ | 03/2013 | 03/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2017 | 03/2020 |
| Unionbanc Investment Services | Tempe | AZ | 03/2020 | 10/2023 |
| Home | Phoenix | AZ | 03/2017 | 05/2017 |
| Securities America, Inc. | Phoenix | AZ | 03/2024 | 06/2024 |
| Pfg Advisors | Phoenix | AZ | 03/2024 | Present |
| Unemployed | Phoenix | AZ | 10/2023 | 02/2024 |
| Osaic Wealth, Inc. | Phoenix | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Melissa Greenwood | Phoenix | AZ | 08/2025 | Present |
1.) MELISSA GREENWOOD - INSURANCE AGENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 08/2025 - INVESTMENT RELATED 2.) CUE FINANCIAL GROUP - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 02/2024 - INVESTMENT RELATED 3.) PFG ADVISORS, LLC - VP, RELATIONSHIP MANAGER & WEALTH ADVISORS - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ - SINCE 02/2024 - INVESTMENT RELATED 4.) AERO INVESTMENT SERVICES - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 06/2026 - INVESTMENT RELATED 5.) GREENWOOD WEALTH - OWNER - LLC FOR BUSINESS EXPENSES - PHOENIX, AZ - SINCE 06/2026 - NOT INVESTMENT RELATED 6.) ANTHEA WEALTH MANAGEMENT - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 07/2026 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-19 |
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