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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-10 |
| AZ | RA | APPROVED | 2015-04-24 |
Branch Locations
4491 N Oracle Rd, Tucson, AZ 85705 • United States
5280 E Grant Rd, Tucson, AZ 85712-2115 • United States
1183 W Irvington Rd Suite 191, Tucson, AZ 85714 • United States
4911 E. Broadway Blvd, Tucson, AZ 85711 • United States
5801 E. Broadway Blvd., Tucson, AZ 85711 • United States
8235 S. Houghton Rd., Tucson, AZ 85747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tucson | AZ | 01/2013 | 10/2017 |
| Pfg Advisors | Tucson | AZ | 04/2015 | Present |
| Securities America, Inc. | Tucson | AZ | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Tucson | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| James A Merkel | Tucson | AZ | 01/2019 | Present |
1.) PFG ADVISORS - IAR - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ - SINCE 01/2013 - INVESTMENT RELATED 2.) JAMES A MERKEL - INSURANCE AGENT - NON-VARIABLE INSURANCE - TUCSON, AZ - SINCE 01/2019 - INVESTMENT RELATED 3.) PYRAMID FCU - INVESTMENT ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - TUCSON, AZ - SINCE 10/2014 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-16 |
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