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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
10451 West Palmeras Drive Suite 200, Sun City, AZ 85373 • United States
313 N Gilbert Rd Suite 200, Gilbert, AZ 85234 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Black Gould & Assoc,Ins | Phoenix | AZ | 11/2001 | Present |
| Voya Financial Advisors | Gilbert | AZ | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Kanik Financial, Inc. | Lees Summit | MO | 04/2024 | Present |
| Nfg Advisors Llc | Midvale | UT | 09/2025 | Present |
1) NAME OF ENTITY: RENTAL PROPERTY; No; 353 S. IRONWOOD ST; GILBERT; AZ; 85296; RENTAL PROPERTY; OWNER; 8/1/2014; 1; 0; MAINTAIN RENTAL PROPERTY| 2) NAME OF ENTITY: Independent Insurance Agent; Yes; 3335 E BASELINE RD; GILBERT; AZ; 85234; Fixed Insurance Sales; Independent Insurance Agent; 2/20/2013; 10; 10; Sales of Fixed Insurance Products| 3) NAME OF ENTITY: Gilbert Chamber of Commerce; No; 3651 E BASELINE RD STE E107; GILBERT; AZ; 85234; chamber of commerce; vice chair of membership services; 6/1/2006; 8; 8; budget planning, decision making| 4) NAME OF ENTITY: Dignity Health Foundation - East Valley; No; 1727 WEST FRYE ROAD SUITE 230; CHANDLER; AZ; 85224; Medical Center advisory board and Charitable Organization; Board Member; 7/6/2012; 8; 4; Provide direction and support to foundation, fund raising, review financial statements, and hospital leadership.| 5) NAME OF ENTITY: GILBERT TALKS, LLC; No; 207 N GILBERT RD STE I; GILBERT; AZ; 85234; COMMUNITY LEADERSHIP & STRATEGIC DIRECTION; MEMBER; 8/25/2017; 3; 3; PROVIDE LEADERSHIP & STRATEGIC DIRECTION FOR COMMUNITY EVENTS BASED ORGANIZATION. ATTEND MEETINGS,ANNUAL RETREATS AND HOST EVENTS.| 6) NAME OF ENTITY: Joshua Development, LLC.; No; 3335 E BASELINE RD; GILBERT; AZ; 85234; Management Consulting, Leadership and Executive Training and Workplace Performance; Owner; 7/6/2012; 20; 20; Working with leadership teams and excutives to poise their organizations for growth and establish clearly defined direction.| 7) NAME OF OTHER BUSINESS: RAYHONS FINANCIAL SOLUTIONS ; INVESTMENT RELATED: YES; ADDRESS: 313 N. GILBERT RD SUITE 200 GILBERT, AZ 85234; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2023; POSITION/TITLE/RELATIONSHIP: PRESIDENT/ FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 8) NAME OF OTHER BUSINESS: KANIK FINANCIAL, INC.; INVESTMENT RELATED: YES; ADDRESS: 1320 NE WINDSOR DR LEES SUMMIT, MO 64086; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 9) NAME OF OTHER BUSINESS: NFG ADVISORS LLC; INVESTMENT RELATED: YES; ADDRESS: 6955 UNION PARK CENTER #550 MIDVALE, UT 84047; NATURE OF BUSINESS: FINANCIAL SERIVCES; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 10) NAME OF OTHER BUSINESS: THE OTTO & EDNA NEELY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 325 S. HIGLEY ROAD #110 GILBERT, AZ 85296; NATURE OF BUSINESS: NON PROFIT; START DATE: DATE; 12/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS, HELP POVIDE CHARITABLE GRANTS TO ORGANIZATIONS AND SCHOLARSHIPS TO SCHOOLS AND UNIVERSITIES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-03 |
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