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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2015-03-26 |
Branch Locations
5811 W. Talavi Blvd, Glendale, AZ 85306 • United States
16150 N. Arrowhead Fountain Center Drive, Ste. 345, Peoria, AZ 85382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Peoria | AZ | 02/2015 | 10/2017 |
| Pfg Advisors, Llc | Peoria | AZ | 05/2015 | Present |
| Securities America, Inc. | Peoria | AZ | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Glendale | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Bridgette Gavagan | Peoria | AZ | 08/2008 | Present |
| Estatedocspro | Peoria | AZ | 08/2017 | Present |
1.) ESTATEDOCSPRO - PROVIDER - ESTATE PLANNING - PEORIA, AZ - SINCE 08/2017 - NOT INVESTMENT RELATED 2.) BRIDGETTE GAVAGAN - PRODUCER - NON-VARIABLE INSURANCE - PEORIA, AZ - SINCE 08/2008 - INVESTMENT RELATED 3.) GAVAGAN FINANCIAL SERVICES - WEALTH ADVISOR & FINANCIAL PLANNER - DBA NAME FOR MARKETING PURPOSES ONLY - PEORIA, AZ - SINCE 01/2017 - INVESTMENT RELATED 4.) AERO INVESTMENT SERVICES - WEALTH ADVISOR & FINANCIAL PLANNER - DBA NAME FOR MARKETING PURPOSES ONLY - GLENDALE, AZ - SINCE 02/2015 - INVESTMENT RELATED 5.) PFG ADVISORS - IAR - REGISTERED INVESTMENT ADVISOR - PEORIA, AZ - SINCE 05/2015 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-11 |
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