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Lucas Retirement Group LLC CRD 341225
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
42210 N 41St Drive Suite 140, Anthem, AZ 85086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-07 |
Branch Locations
42210 N 41St Drive Suite 140, Anthem, AZ 85086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Scottsdale | AZ | 08/2015 | 07/2018 |
| Mml Investors Services, Llc | Scottsdale | AZ | 02/2016 | 07/2018 |
| New York Life Insurance Co | Scottsdale | AZ | 08/2018 | 02/2020 |
| Nylife Securities Llc | Scottsdale | AZ | 08/2018 | 02/2020 |
| Mutual Of Omaha Investor Services | Phoenix | AZ | 02/2020 | 04/2023 |
| Mutual Of Omaha Insurance Company | Phoenix | AZ | 02/2020 | 04/2023 |
| Lucas Retirement Group Llc | Anthem | AZ | 03/2026 | Present |
| Elevated Capital Advisors, Llc | Anthem | AZ | 05/2023 | 08/2025 |
| Agents Alliance Services | Denton | TX | 08/2023 | Present |
| Mml Investor Services, Llc | Scottsdale | AZ | 11/2016 | 07/2018 |
| American Senior Benefits | Olathe | KS | 04/2023 | Present |
Agents Alliance Services; Investment Related; Denton, TX; Property & Casualty Insurance Sales; Insurance Agent/Owner; Started 08/2023; Approximately 80 hours spent per month during securities trading hours. American Senior Benefits; Investment Related; Olathe, KS; Fixed Insurance Sales; Insurance Agent; Started 04/2023; Approximately 80 hours spent per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-25 |
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