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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-26 |
| AZ | RA | APPROVED | 2016-12-09 |
Branch Locations
16150 N Arrowhead Fountains Center Dr Suite 200, Peoria, AZ 85382 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2012-11-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Era Insurance Marketing | Surprise | AZ | 01/2008 | Present |
| Fusion Investment Advisors, Llc | Surprise | AZ | 10/2012 | Present |
| Arizona Lighting Innovations, Llc | Phoenix | AZ | 09/2011 | Present |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 12/2016 | Present |
| Magellan Financial | Phoenix | AZ | 01/2022 | Present |
ASSET PRESERVATION TAX & RETIREMENT, LLC; IT IS INVESTMENT RELATED; 11323 W BELL RD, STE 301, SURPRISE, AZ 85378; INDEPENDENT INSURANCE AGENT SELLING LIFE AND FIXED INCOME INSURANCE PRODUCTS APPOX 75% OF WEEK. ARIZONA LIGHTING INNOVATIONS, LLC - NON INVESTMENT RELATED - ANTHEM, AZ - ARIZONA LIGHTING IS A BUSINESS TO BUSINESS COMPANY, THAT SELLS "ENERGY EFFICIENT" RETRO FITS FOR EXISTING BUSINESSES TO CONVERT TO ENERGY SAVING LIGHT BULBS; WITHOUT THE COST OR DELAYS OF REPLACING THEIR WHOLE ELECTRICAL SYSTEM - MANAGER/BOOKKEEPER/MINORITY OWNER - 09/2011 TO PRESENT - 2 HOURS/MONTH - RECONCILE MONTHLY BANK STATEMENTS, ENTER TRANSACTIONS INTO QUICKBOOKS, COORDINATE WITH THE CPA/TAX PREPARER IN THE SPRING. MAJERLE'S OLD TOWN, LLC -NOT INVESTMENT RELATED; SCOTTSDALE, AZ; INVESTOR SINCE 03/2011 TO PRESENT; INVESTS IN MAJERLE'S RESTAURANT AND BAR IN GOODYEAR, AZ; INVESTOR/OWNER THUNDER 9 LLC - NOT INVESTMENT RELATED; SCOTTSDALE, AZ; INVESTOR SINCE 07/2007 TO PRESENT; INVESTS IN MAJERLE'S RESTAURANT AND BAR IN GOODYEAR, AZ; INVESTOR/OWNER NE T9 LLC - NOT INVESTMENT RELATED; SCOTTSDALE, AZ; INVESTOR SINCE 07/2013 TO PRESENT - INVESTS IN MAJERLE'S RESTAURANT & BAR IN FLAGSTAFF, AZ; INVESTOR/OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-28 |
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