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1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-24 |
| AZ | RA | APPROVED | 2026-01-12 |
Branch Locations
14050 N 83Rd Ave Suite 290, Peoria, AZ 85381 • United States
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-18 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Peoria, AZ • 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 |
|---|---|---|---|---|
| Foothills Securities, Inc. | Albuquerque | NM | 10/2013 | 11/2016 |
| Cue Financial Group Inc | Scottsdale | AZ | 10/2013 | 11/2016 |
| Gradient Securities Llc | Albuquerque | NM | 11/2016 | 09/2017 |
| Questar Capital Corporation | Albuquerque | NM | 09/2017 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2017 | 03/2019 |
| Woodbury Financial Services, Inc. | Albuquerque | NM | 03/2019 | 07/2021 |
| World Equity Group | Albuquerque | NM | 07/2019 | 08/2021 |
| Triumph Wealth Advisors, Inc. | Woodstock | GA | 06/2019 | 07/2021 |
| Cason Financial Group, Inc. | Peoria | AZ | 09/2017 | 07/2024 |
| Redwood Private Wealth Llc | Phoenix | AZ | 07/2021 | 03/2024 |
| Brookwood Investment Group | Phoenix | AZ | 03/2024 | 12/2025 |
| Tactive Advisors, Llc | Peoria | AZ | 12/2025 | Present |
1.) LICENSED INSURANCE PRODUCER; INVESTMENT RELATED; 7616 W. IRONWOOD DRIVE, PEORIA AZ 85345; START DATE: 9/15/2017; POSITION: INDEPENDENT INSURANCE PRODUCER, HEALTH, LIFE & FIXED ANNUITIES; NUMBER OF HOURS PER MONTH; 10 SECURITIES TRADING HOURS PER MONTH; 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-10 |
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