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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-07-13 |
| NM | RA | APPROVED | 2015-07-14 |
| AZ | RA | APPROVED | 2015-05-18 |
Branch Locations
6868 N. 7Th Ave, Suite 111, Phoenix, AZ 85013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Glendale | AZ | 08/2009 | 10/2017 |
| Aero Federal Credit Union | Glendale | AZ | 01/2011 | 03/2021 |
| Pfg Advisors | Phoenix | AZ | 01/2015 | Present |
| Securities America Inc. | Phoenix | AZ | 10/2017 | 03/2021 |
Name: Insurance Sales Position: Insurance sales Nature: Insurance sales Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 10/11/2017 Address: 6868 N 7th Ave Ste 111, Phoenix, AZ 85013-1198 United States Description: insurance sales DBA: Kalina Wealth Advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-06 |
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