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3067 W. Ina Road #125, Tucson, AZ 85741 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-25 |
| TX | RA | APPROVED_RES | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Puritan Investment Advisors, Inc. | Addison | TX | 05/2006 | 09/2018 |
| Puritan Financial Group | Addison | TX | 11/2013 | 09/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2019 | 12/2022 |
| Tpc Financial Group, Llc | Plano | TX | 09/2018 | Present |
| Soundincome Strategies Llc | Fort Lauderdale | FL | 12/2022 | 08/2026 |
| Affinex Capital | Tucson | AZ | 07/2026 | Present |
| Secure Investment Management Llc | Tucson | AZ | 08/2026 | Present |
TPC FINANCIAL GROUP, LLC; started September 2018; Conducts insurance and investment related business through the entity; earns commission; 40 hrs per week when active.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-10 |
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