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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Service Credit Union | Houston | TX | 08/2014 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 08/2014 | 12/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2019 | 10/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2021 | 03/2025 |
| Osaic Wealth, Inc. | Houston | TX | 04/2025 | 11/2025 |
| Pfg Advisors Llc | Phoenix | AZ | 04/2025 | Present |
| United Planners | Scottsdal | AZ | 11/2025 | Present |
| Rafael Balderrabano | Houston | TX | 07/2006 | Present |
1.) PFG ADVISORS LLC - IAR - REGISTERED INVESTMENT ADVISOR - HOUSTON, TX - SINCE 04/2025 - INVESTMENT RELATED 2.) RAFAEL BALDERRABANO - INSURANCE AGENT - NON-VARIABLE INSURANCE - HOUSTON, TX - SINCE 07/2006 - INVESTMENT RELATED 3.) FIRST SERVICE WEALTH MANAGEMENT - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - HOUSTON, TX - SINCE 08/2014 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-26 |
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