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1228 East Prince Road, Tucson, AZ 85719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Directions | Tucson | AZ | 06/2009 | Present |
| Triad Advisors | Norcross | GA | 06/2009 | Present |
1- FINANCIAL DIRECTIONS LLC; INVESTMENT RELATED; 1228 E PRINCE ROAD, TUCSON AZ 85719; IAR; IAR; JUNE 2009; 160 HRS/MONTH; 5 HRS/DAY; COMPENSATION- SALARY AND IAR FEES; ASSIST OFFICE STAFF AND OTHER REPS WITH VARIOUS TASKS INCLUDING PROCESSING PAPERWORK AND CLIENT ASSISTANCE, WORKING WITH PERSONAL CLIENTS/SERVICING ACCOUNTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-15 |
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