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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-08-16 |
Branch Locations
3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gordon Asset Management, Llc | Durham | NC | 06/2016 | 07/2019 |
| Apogee Physicians | Scottsdale | AZ | 07/2009 | Present |
| Private Wealth Advocacy | Phoenix | AZ | 04/2019 | 07/2019 |
| Pfg Advisors, Llc | Phoenix | AZ | 08/2019 | Present |
APOGEE PHYSICIANS; INVESTMENT-RELATED; 15059 N. SCOTTSDALE ROAD, SUITE 600; SCOTTSDALE, AZ 85254; APOGEE IS A PHYSICIAN-BASED, PHYSICIAN-FOCUSED HOSPITALIST GROUP THAT FUNCTIONS AS A TEAM WITH A COMMON GOAL. APOGEE PARTNERS WITH HOSPITALS THROUGHOUT THE USA TO HIRE, TRAIN AND DEVELOP HEALTHCARE PROVIDERS FOR THEIR HOSPITALIST UNIT; POSITION: FINANCIAL ADVOCATE; START DATE: 07/2009; HOURS DURING SECURITIES TRADING HOURS (PER MONTH): 40 HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-05 |
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