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8737 E. Via De Commercio Suite 100, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-10 |
| TX | RA | APPROVED | 2023-01-09 |
Branch Locations
8737 E. Via De Commercio Suite 100, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Scottsdale | AZ | 05/2009 | 01/2023 |
| Private Client Services | Scottsdale | AZ | 01/2023 | Present |
| Able Financial Group, Llc | Scottsdale | AZ | 01/2023 | Present |
1) Altamira Properties, LLC. 8737 E Via de Commercio, Suite 100, Scottsdale, AZ 85258. Owner-occupied commercial building where Able Financial Group conducts business. Managing Partner. 10 hrs/mo; 0 during trading hrs. 2) McDonald Rental Property. 7209 E McDonald Drive, Unit 55, Scottsdale, AZ 85250. Personal Rental Property. Property Owner. 4 hrs/mo; 0 during trading hrs. 3) Highland Capital. 3535 Grandview Parkway, Suite 600, Birmingham, AL 35243. They are an MGA, providing us access to non variable products, and variable products in conjunction with Private Client Services. For our clients that need it, I and other Able reps will be helping clients access the annuities and insurance protection needed. 2 hrs/mo; 1 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-25 |
| S66 | Uniform Combined State Law Examination | 1998-04-14 |
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