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1921 S Alma School Road Suite 308, Mesa, AZ 85210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-08-09 |
| AZ | RA | APPROVED | 2016-01-05 |
Branch Locations
1921 S Alma School Road Suite 308, Mesa, AZ 85210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taurum Retirement Partners, Llc | Gilbert | AZ | 01/2016 | Present |
NAME OF BUSINESS: Independent Insurance Agent (Arizona) | INVESTMENT RELATED: N | ADDRESS: 1921 S. Alma School Road Suite 308, Mesa, AZ 85210 | NATURE OF BUSINESS: Insurance Product Sales: Life, Accident and Health | POSITION IN BUSINESS: Insurance Agent | TITLE: Licensed Insurance Agent | START DATE: 09.10.2010 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 1 | # OF HRS DURING SECURITIES TRADING HOURS: 0 | BRIEF DESCRIPTION OF DUTIES: Independent Insurance Agent conducting insurance product sales: Life, Accident and Health |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-14 |
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