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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-23 |
| KS | RA | APPROVED | 2025-01-28 |
| AZ | RA | APPROVED | 2024-12-06 |
Branch Locations
11811 N. Tatum Blvd. Suite 1085, Phoenix, AZ 85028 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Phoenix | AZ | 09/2007 | 10/2017 |
| Usaa Financial Planning Services | Phoenix | AZ | 03/2013 | 10/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2019 | 07/2022 |
| Unemployed | Phoenix | AZ | 10/2017 | 03/2019 |
| Bloomingdales.cOm | Tempe | AZ | 03/2019 | 04/2019 |
| Cetera Advisor Networks | El Segundo | CA | 07/2022 | 09/2023 |
| Cwm, Dba Carson Partners | Scottsdale | AZ | 07/2022 | 09/2023 |
| Integrated Wealth Management | Scottsdale | AZ | 07/2022 | 09/2023 |
| Khan Financial | Phoenix | AZ | 10/2023 | Present |
| Bankers Life Securities, Inc | Phoenix | AZ | 11/2024 | Present |
| Bankers Life & Casualty, Inc | Phoenix | AZ | 03/2024 | Present |
KHAN FINANCIAL POSITION: FINANCIAL ADVISOR ASSISTANT NATURE: Financial Advice and Planning INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 80 START DATE: 10/02/2023 ADDRESS: 11811 N TATUM BLVD, SUITE 1085, PHOENIX AZ 85028, United States DESCRIPTION: --To assist the Senior Financial Advisor with various tasks in the office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-08 |
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