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9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-10-24 |
Branch Locations
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments, Inc. | Peoria | AZ | 10/2014 | 08/2017 |
| Wfg Advisors, Lp | Peoria | AZ | 10/2014 | 08/2017 |
| Clarus Wealth Advisors, Llc | Peoria | AZ | 10/2016 | Present |
| Crown Capital Securities, Lp | Orange | CA | 08/2017 | 10/2023 |
| Private Client Services | Peoria | AZ | 10/2023 | Present |
1) Clarus Wealth Advisors. 9125 W Thunderbird Rd, Suite 100, Peoria, AZ 85381. RIA. 40 hrs/mo; 2 during trading hrs. 2) Heritage Captial Group LLC. DBA. 3) Bell & Associates/ASH. 14425 N 7th St, #101, Phoenix, AZ 85022. Fixed insurance and fixed annuity business. 12 hrs/mo; 1 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-28 |
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