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Jodie Lynn Gallovich

Pfg Advisors

Phoenix, AZ

Peoria, AZ

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Current Employers
Pfg Advisors

3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-29
AZ RA APPROVED 2018-04-20
  • TX RA
    APPROVED_RES
    Since 2021-01-29
  • AZ RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2010 → 12/2018
    Cue Financial Group, Inc- Ria.
    Phoenix, AZ
  • 08/2009 → 12/2016
    Foothill Securities, Inc.
    Phoenix, AZ
  • 01/2001 → Present
    Cue Financial Group, Inc.- Insurance Sales
    Phoenix, AZ
  • 12/2016 → 06/2024
    Securities America, Inc.
    Phoenix, AZ
  • 04/2018 → Present
    Litchfield Park, AZ
  • 06/2024 → 11/2025
    Osaic Wealth, Inc.
    Peoria, AZ
  • 11/2025 → Present
    United Planners
    Scottsdale, AZ
  • 01/1988 → Present
    Jodie Gallovich
    Phoenix, AZ
  • 12/2009 → Present
    Priority Financial Ria
    Phoenix, AZ
  • 11/2023 → Present
    Generational Wealth Advisors Llc
    Litchfield Park, AZ
Previous Registrations
  • 2010-03-04 → 2018-12-31
    Cue Financial Group, Inc.
    Scottsdale, AZ
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-19
S63 Uniform Securities Agent State Law Examination 1998-05-07
  • S65 Uniform Investment Adviser Law Examination
    2009-12-19
  • S63 Uniform Securities Agent State Law Examination
    1998-05-07
Other Names
  • Jodie Rhodes

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