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9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-03-23 |
Branch Locations
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. | Dallas | TX | 03/2014 | 11/2016 |
| Morgan Stanley | Dallas | TX | 11/2016 | 02/2018 |
| Crown Capital Securities, Lp | Orange | CA | 03/2018 | 10/2023 |
| Clarus Wealth Advisors Llc | Peoria | AZ | 03/2018 | Present |
| Private Client Services | Peoria | AZ | 10/2023 | Present |
1) Bell and Associates - ASH Brokerage Insurance. 14425 N 7th Street, Suite 101, Phoenix, AX 85022. Agent. Supervision of Insurance. 2) FINRA Continuing Education Committee. Committee member. Help write content. 3) Clarus Wealth Advisors. 9125 W Thunderbird Rd. RIA. CCO & COO. 4) Quarter Condos HOA Board. 6605 N 93rd Avenue, Glendale, AZ 85305. 171 unit Condo Association. One of five members to vote on issues for the association. 5 hrs/mo; 0 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-18 |
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