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9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-08-15 |
Branch Locations
1490 S Price Road Suite 113, Chandler, AZ 85286 • United States
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments, Inc | Chandler | AZ | 12/2009 | 08/2017 |
| Clarus Wealth Advisors, Llc | Peoria | AZ | 08/2017 | Present |
| Crown Capital Securities, Lp | Orange | CA | 08/2017 | 10/2023 |
| Private Client Services | Peoria | AZ | 10/2023 | Present |
1) Author. 9125 W Thunderbird Road, Suite 100, Peoria, AZ 85381. Occasional speaking event. 0 hrs/mo. 2) Orange Rock Wealth Management, LLC. 9125 W Thunderbird Road, Suite 100, Peoria, AZ 85381. DBA. 0 hrs/mo. 3) Clarus Wealth Advisors. 9125 W Thunderbird Road, Suite 100, Peoria, AZ 85381. RIA. 40 hrs/mo; 40 during trading hrs. 4) Various insurance companies including IMO's,-FIG, The Pinnacle Group, Ash Brokerage & Ward T Bell & Assoc. Insurance-Life, LTCI, LTDI, Annuities. Agent. 0 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-08 |
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