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Spring, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-10-13 |
Branch Locations
4 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 |
|---|---|---|---|---|
| Concert Wealth Management, Inc. | San Jose | CA | 06/2012 | 08/2017 |
| Capital Markets Iq | Wilmington | DE | 07/2017 | 01/2019 |
| Centric Advisors, Llc (Formerly Majors & Mondragon, Llc) | Chandler | AZ | 01/2019 | 12/2022 |
| Exos Wealth Strategies | Chandler | AZ | 01/2023 | Present |
Independent insurance agent; investment related, Annuity/Insurance sales, agent, 06/2012, Annuity/Insurance sales, 40 hours per month, 20 during trading hours. Annuity/Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-14 |
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