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2990 E. Northern Avenue, Suite D106, Phoenix, AZ 85028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-08-16 |
| TX | RA | APPROVED | 2024-05-09 |
| AZ | RA | APPROVED | 2023-04-19 |
Branch Locations
2990 E. Northern Avenue, Suite D106, Phoenix, AZ 85028 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Csi Financial Group | Phoenix | AZ | 03/2016 | Present |
| Tactical Tax And Estate Planning | Phoenix | AZ | 12/2017 | Present |
| Tactical Tax Wealth Management | Phoenix | AZ | 01/2023 | Present |
(1) CSI FINANCIAL GROUP, 2990 E NORTHERN AVENUE, STE D106, PHOENIX, AZ 85028, INSURANCE MARKETING ORGANIZATION, INVESTMENT RELATED: YES, START: 03/2016, OWNER, CO-FOUNDER, VICE PRESIDENT (2) TACTICAL TAX AND ESTATE PLANNING, 2990 E NORTHERN AVENUE, STE D106, PHOENIX, AZ 85028, INVESTMENT RELATED: YES, START 12/2017, LIFE AGENT, GENERAL LINES AGENT, HEALTH AGENT AND LIFE SETTLEMENT BROKER, (3) TACTICAL TAX STRATEGIES, 2990 E NORTHERN AVENUE, STE D106, PHOENIX, AZ 85028, INVESTMENT RELATED: NO (4) VICTOR LIFE DESIGN, 2990 E NORTHERN AVENUE, STE D106, PHOENIX, AZ 85028, INVESTMENT RELATED: YES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-10 |
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