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7115 E. Baseline Rd. Ste. 110, Mesa, AZ 85209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-02 |
| WI | RA | APPROVED | 2019-12-03 |
| AZ | RA | APPROVED | 2018-01-18 |
Branch Locations
11220 W Burleigh, Suite 100, Wauwatosa, WI 53222 • United States
7115 E. Baseline Rd. Ste. 110, Mesa, AZ 85209 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Scottsdale | AZ | 11/2015 | 05/2017 |
| Integrated Financial Solutions, Pllc | Tempe | AZ | 06/2014 | 05/2017 |
| Integrated Financial Solutions, Pllc | Mesa | AZ | 12/2017 | Present |
| Joseph A. Weber | Mesa | AZ | 07/2008 | Present |
1) INDEPENDENT INSURANCE AGENT; yes; 7115 E. Baseline Rd., Mesa, AZ 85209; FIXED INSURANCE; INDEPENDENT INSURANCE AGENT; 2008;20 hrs/mo; SALE OF INDIVIDUAL AND GROUP FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 2006-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-17 |
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