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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-25 |
| AZ | RA | APPROVED | 2020-06-23 |
Branch Locations
16150 N. Arrowhead Fountains Center Dr. Suite 345, Peoria, AZ 85382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Goodyear | AZ | 01/2009 | 10/2017 |
| Canyon Credit Union | Goodyear | AZ | 01/2009 | 01/2024 |
| Pfg Advisors | Peoria | AZ | 02/2015 | Present |
| Securities America, Inc | Peoria | AZ | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Peoria | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Anthony Rocha | Peoria | AZ | 10/1996 | Present |
| Copper State Credit Union | Peoria | AZ | 02/2009 | Present |
1.) ROCHA WEALTH ADVISORS, LLC - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - PEORIA, AZ - SINCE 12/2023 - INVESTMENT RELATED 2.) PFG ADVISORS - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - PEORIA, AZ - SINCE 02/2015 - INVESTMENT RELATED 3.) COPPER STATE WEALTH MANAGEMENT - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - PEORIA, AZ - SINCE 02/2009 - INVESTMENT RELATED 4.) ANTHONY ROCHA - AGENT - NON-VARIABLE INSURANCE - PEORIA, AZ - SINCE 10/1996 - INVESTMENT RELATED 5.) COPPER STATE CREDIT UNION - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - PEORIA, AZ - SINCE 02/2009 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-23 |
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