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16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-12-17 |
| NE | RA | APPROVED | 2020-06-11 |
| FL | RA | APPROVED | 2020-03-18 |
| TX | RA | APPROVED | 2019-05-13 |
| CA | RA | APPROVED | 2019-04-25 |
| IL | RA | APPROVED | 2019-03-13 |
| AZ | RA | APPROVED | 2017-05-12 |
Branch Locations
16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokers Alliance | Fountain Hills | AZ | 08/2014 | Present |
| Interactive Financial Advisors | Chicago | IL | 03/2017 | 12/2018 |
| Charles Truhlar | Fountain Hills | AZ | 01/2000 | Present |
| Gebhardt Group, Inc. | San Francisco | CA | 02/2017 | 12/2018 |
| Acrylic Financial, Inc. | Fountain Hills | AZ | 05/2017 | Present |
| Brooklight Place Securities, Inc. | Fountain Hills | AZ | 11/2019 | Present |
1) NAME OF BUSINESS: BROKERS ALLIANCE, INC.; NATURE OF BUSINESS: INSURANCE MARKETING; LOCATION: 16930 E PALISADES BLVD., FOUNTAIN HILLS, AZ 85268; TITLE: CHIEF DISTRIBUTION OFFICER; START DATE: 08/2014; APPROXIMATE NUMBER OF HOURS PER MONTH: 200; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 8. RESPONSIBLE FOR OVERSEEING THE DISTRIBUTION OF INSURANCE PRODUCTS TO INDEPENDENT INSURANCE AGENTS. 2) NAME OF BUSINESS: ACRYLIC FINANCIAL, INC.; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVSIOR; LOCATION: 16930 E PALISADES BLVD., FOUNTAIN HILLS, AZ 85268; TITLE: CHIEF COMPLIANCE OFFICER; START DATE: 05/2017; APPROXIMATE NUMBER OF HOURS PER MONTH: 40; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 2. 3) NATURE OF BUSINESS: LIFE INSURANCE SERVICING AND SALES; INSURANCE SALES; LOCATION: 16930 E PALISADES BLVD., FOUNTAIN HILLS, AZ 85268; TITLE: LICENSED INSURANCE AGENT; START DATE: 01/2000; APPROXIMATE NUMBER OF HOURS PER MONTH: 40; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 2. SERVICING AND SALES OF LIFE INSURANCE AND ANNUITY PRODUCTS. 4) NAME OF BUSINESS: BROOKLIGHT PLACE SECURITIES, INC.; NATURE OF BUSINESS: BROKER DEALER; LOCATION: 16930 E PALISADES BLVD. SUITE 100-D, FOUNTAIN HILLS, AZ 85268; TITLE: PRESIDENT AND OWNER; START DATE: 11/2019; APPROXIMATE NUMBER OF HOURS PER MONTH: 20; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 10. RESPONSIBLE FOR OVERSEEING ALL ASPECTS OF COMPANY OPERATIONS AND OVERSIGHT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-18 |
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