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7250 N. 16Th St Suite 104, Phoenix, AZ 85020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-17 |
Branch Locations
7250 N. 16Th St Suite 104, Phoenix, AZ 85020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategy Financial Services, Llc | Phoenix | AZ | 03/2016 | 08/2024 |
| Strategy Financial Insurance, Llc | Phoenix | AZ | 03/2016 | 08/2024 |
| Arcwood Financial, Llc | Phoenix | AZ | 10/2024 | Present |
| Financial Forte Insurance, Llc | Phoenix | AZ | 08/2024 | Present |
| Von Frenchie, Llc | Phoenix | AZ | 01/2024 | Present |
| Financial Forte, Llc | Phoenix | AZ | 08/2024 | Present |
(1) Independent life insurance agent since 03/2016 (through Financial Forte Insurance, LLC since 08/2024); investment related; Phoenix, AZ; approximately 5 hours per week, substantially all during market hours; sale of insurance company products; (2) Managing Member of Financial Forte, LLC since 08 2024; not investment related; Phoenix, AZ; approximately 5 hours per week, substantially all during market hours; business name used for marketing purposes only; (3) Von Frenchie, LLC, Managing Member; not investment related; Phoenix, AZ; approximately 2 hours per week, substantially none during market hours; clothing apparel sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-26 |
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