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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-16 |
| AZ | RA | APPROVED | 2023-01-11 |
Branch Locations
1921 S. Alma School Road, Suite 307, Mesa, AZ 85210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 05/2012 | 07/2018 |
| Bank Of America, N.A. | Mesa | AZ | 11/2012 | 07/2018 |
| Axa Advisors, Llc | New York | NY | 07/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2018 | 01/2023 |
| Securities America, Inc. | Mesa | AZ | 01/2023 | 06/2024 |
| Pfg Advisors | Mesa | AZ | 01/2023 | Present |
| Osaic Wealth, Inc. | Mesa | AZ | 06/2024 | 11/2025 |
| United Planners | Sottsdale | AZ | 11/2025 | Present |
| Kyle Trueba | Mesa | AZ | 07/2018 | Present |
| Kyle Trueba/Sliced Limes | Tempe | AZ | 01/2026 | Present |
1.) KYLE TRUEBA - INSURANCE AGENT - NON-VARIABLE INSURANCE - MESA, AZ - SINCE 07/2018 - INVESTMENT RELATED 2.) PFG ADVISORS, LLC - IAR - REGISTERED INVESTMENT ADVISOR - MESA, AZ - SINCE 01/2023 - INVESTMENT RELATED 3.) KYLE TRUEBA/SLICED LIMES - MUSICIAN/COMPOSER - MUSICAL ENTERTAINMENT - TEMPE, AZ - SINCE 01/2026 - NOT INVESTMENT RELATED 4.) KEYSTONE RETIREMENT ADVISORS - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - MESA, AZ - SINCE 04/2026 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-17 |
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