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1757 E Baseline Road Suite 118, Gilbert, AZ 85233 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2010-04-29 |
Branch Locations
1757 E Baseline Road Suite 118, Gilbert, AZ 85233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Guardian Group Pllc | Queen Creek | AZ | 08/2007 | Present |
WEALTH GUARDIAN FINANCIAL, PLLC; OWNER; FIXED INSURANCE SALES - LIFE, HEALTH, DISABILITY, ANNNUITES, LONG-TERM CARE, P&C WEALTH GUARDIAN TAX, PLLC; TAX PREPARATION WEALTH GUARDIAN LEGAL DOCUMENTS, PLLC; PREPARATION OF LEGAL DOCUMENTS WEALTH GUARDIAN GROUP, PLLC; MARKETING AND ADMINISTRATION FOR WEALTH GUARDIAN COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-07 |
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