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2151 E. Baseline Road Suite 101, Tempe, AZ 85283 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-16 |
| AZ | RA | APPROVED | 2006-05-09 |
Branch Locations
2151 E. Baseline Road Suite 101, Tempe, AZ 85283 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Capital Strategies Group, Llc | Tempe | AZ | 05/2006 | Present |
INSURANCE AGENT, 2151 E BASELINE RD. SUITE 101 TEMPE, AZ 85283, MAY 2008, INVESTMENT RELATED, LIFE AND HEALTH INSURANCE PRODUCTS AND SERVICES, 40 HOURS/MONTH, 40 HOURS/MONTH DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-15 |
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