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16220 N Scottsdale Rd Suite 300, Scottsdale, AZ 85254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-20 |
| AK | RA | APPROVED | 2024-09-29 |
| WA | RA | APPROVED | 2024-03-07 |
| AZ | RA | APPROVED | 2023-10-27 |
Branch Locations
16220 N Scottsdale Rd Suite 300, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tbg Financial, Llc Dba The Boyle Group Wealth Management | Seattle | WA | 11/2015 | 03/2024 |
| The Boyle Group. Llc | Seattle | WA | 05/2015 | Present |
| Radix Wealth, Llc | Scottsdale | AZ | 09/2023 | Present |
| Boyle Group Insurance Services | Seattle | WA | 05/2022 | Present |
| Cetera Advisors | Denver | CO | 04/2014 | 11/2018 |
| Radix Wealth Llc | Scottsdale | AZ | 04/2024 | Present |
1) Boyle Group Insurance Services, LLC. Licensed insurance agency. Scottsdale and Seattle. Fixed insurance with various companies. Investment related. Mr. Boyle is personally licensed as an insurance producer. Managing Member and sole owner. Formed 05/2022. Approximately 20 hours per month on insurance activities, during and after market hours, and including administrative work to maintain the entity as well as sales activity. 2) The Boyle Group, LLC. Not investment related. Seattle, WA. Holding company - sole member of TBG Financial, LLC dba The Boyle Group Wealth Management, previously an RIA. Managing Member since 05/2015. Not an operating company - 1 hour per month on this company, 0 hours during market hours. File administrative paperwork for non-operating company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-30 |
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