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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-10 |
Branch Locations
7320 E. Pecos Rd Unit 121, Mesa, AZ 85212 • United States
7333 E. Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 06/2026 | Present |
| Lpl Financial, Llc | Casa Grande | AZ | 07/2016 | 10/2017 |
| Pfg Advisors | Casa Grande | AZ | 07/2016 | 01/2025 |
| Securities America, Inc. | Casa Grande | AZ | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Casa Grande | AZ | 06/2024 | 01/2025 |
| U.S. Bancorp Investments, Inc. | Gilbert | AZ | 02/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Gilbert | AZ | 02/2026 | 06/2026 |
| Pfg Advisors | Casa Grande | AZ | 06/2026 | Present |
| Msb Capital Llc | Mesa | AZ | 01/2024 | Present |
| Dirtfx Llc | Mesa | AZ | 01/2025 | Present |
| Owen Farnsworth | Mesa | AZ | 06/2026 | Present |
1.) MSB CAPITAL LLC - BOOKKEEPER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - MESA, AZ - SINCE 01/2024 - NOT INVESTMENT RELATED 2.) OWEN FARNSWORTH - AGENT - NON-VARIABLE INSURANCE - MESA, AZ - SINCE 06/2026 - INVESTMENT RELATED 3.) DIRTFX LLC - BOOKKEEPER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - MESA, AZ - SINCE 01/2025 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-02 |
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