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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-11 |
| TX | RA | APPROVED | 2023-01-06 |
Branch Locations
1921 S. Alma School Road, Suite 307, Mesa, AZ 85210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 02/2009 | 01/2023 |
| Securities America Inc. | Mesa | AZ | 01/2023 | 06/2024 |
| Pfg Advisors | Mesa | AZ | 01/2023 | Present |
| Osaic Wealth, Inc. | Mesa | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Paul Batt | Meza | AZ | 03/1996 | Present |
1.) PAUL BATT - AGENT - NON-VARIABLE INSURANCE - MESA, AZ - SINCE 03/1996 - INVESTMENT RELATED 2.) PFG ADVISORS, LLC - IAR - REGISTERED INVESTMENT ADVISOR - MESA, AZ - SINCE 01/2023 - INVESTMENT RELATED 3.) KEYSTONE RETIREMENT ADVISORS - FIDUCIARY PLAN ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - MESA, AZ - SINCE 04/2026 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-19 |
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