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3067 W. Ina Road #125, Tucson, AZ 85741 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-27 |
| UT | RA | APPROVED | 2025-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Convergent Wealth Advisors, Llc | Potomac | MD | 01/2016 | 10/2016 |
| Unemployed | Irvine | CA | 11/2016 | 05/2017 |
| The Index Group | Colorado Springs | CO | 06/2017 | 01/2018 |
| Pagnatokarp Partners, Llc | Reston | VA | 01/2018 | 07/2018 |
| Securities America Advisors | La Vista | NE | 12/2018 | 02/2021 |
| Unemployed | St. George | UT | 08/2018 | 11/2018 |
| Dfpg Investments, Llc | Sandy | UT | 02/2023 | 03/2025 |
| Core Compliance | San Diego | CA | 01/2021 | 02/2023 |
| Secure Investment Management | Tucson | AZ | 05/2025 | Present |
| Diversify Advisory Services | Sandy | UT | 02/2023 | 03/2025 |
| Diversify Wealth Management | Sandy | UT | 01/2024 | 03/2025 |
| Affinex Advisors Llc | Tucson | AZ | 12/2025 | Present |
| Secure Income Management Llc | Tucson | AZ | 05/2025 | Present |
| Affinex Financial Llc | Tucson | AZ | 09/2025 | Present |
Board Member - National Society of Compliance Professionals (NSCP)-Cornwall Bridge, CT 06754 Phone: 860-672-0843; Investment related; Yes. Nature of this business: trade association for securities compliance. Title & Duties; Member, Help the board oversee the organization, review contracts, budget, tax filings, etc.. Hours devoted: 5%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 2009-07-10 |
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