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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 | 2021-01-29 |
| AZ | RA | APPROVED | 2018-04-20 |
Branch Locations
3200 N. Central Ave. Ste 200, Phoenix, AZ 85012 • United States
16150 N. Arrowhead Fountains Center Dr. #345, Peoria, AZ 85382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cue Financial Group, Inc- Ria. | Phoenix | AZ | 02/2010 | 12/2018 |
| Foothill Securities, Inc. | Phoenix | AZ | 08/2009 | 12/2016 |
| Cue Financial Group, Inc.- Insurance Sales | Phoenix | AZ | 01/2001 | Present |
| Securities America, Inc. | Phoenix | AZ | 12/2016 | 06/2024 |
| Pfg Advisors | Litchfield Park | AZ | 04/2018 | Present |
| Osaic Wealth, Inc. | Peoria | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Jodie Gallovich | Phoenix | AZ | 01/1988 | Present |
| Priority Financial Ria | Phoenix | AZ | 12/2009 | Present |
| Generational Wealth Advisors Llc | Litchfield Park | AZ | 11/2023 | Present |
1.) PRIORITY FINANCIAL RIA - IAR - Registered Investment Advisor - Phoenix AZ - Since 12/19/2009 - INVESTMENT RELATED: Yes 2.) CUE FINANCIAL GROUP - Sr VP - DBA Name for Marketing Purposes Only - Phoenix AZ - Since 09/20/1997 - INVESTMENT RELATED: Yes 3.) GENERATIONAL WEALTH ADVISORS LLC - owner - LLC in name only for taxes - Litchfield Park AZ - Since 11/29/2023 - INVESTMENT RELATED: Yes 4.) CUE FINANCIAL - Sr VP - DBA Name for Marketing Purposes Only - Phoenix AZ - Since 9/20/1997 - INVESTMENT RELATED: Yes 5.) JODIE GALLOVICH - Insurance agent - Non-Variable Insurance - Phoenix AZ - Since 01/16/1988 - INVESTMENT RELATED: Yes 6.) JODIE GALLOVICH POA - POA - Acting in a Fiduciary Capacity (e.g. POA, Trustee, Executor) - Litchfield Park AZ - Since 01/01/2012 - INVESTMENT RELATED: Yes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-07 |
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