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3033 N. Central Ave. #640, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2017-01-31 |
| AZ | RA | APPROVED | 2007-03-16 |
Branch Locations
3033 N. Central Ave. #640, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Me Financial, Pllc | Phoenix | AZ | 12/2005 | 09/2016 |
| Me Financial, Pllc | Kansas City | MO | 10/2016 | 06/2019 |
| Me Financial | Phoenix | AZ | 07/2019 | Present |
| Innovative Advisory Group, Llc | Phoenix | AZ | 07/2025 | Present |
LIFE INS And Annuities/1HRS/WK MEETING WITH CLIENTS,ASSESSING NEEDS,FILLING OUT APPLICATIONS DURING SECURITIES TRADING HOURS... BLUE CROSS&BLUE SHIELD/HEALTH INS//NOT INVESTMENT/BROKER,0HR PER MNTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-17 |
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