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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 | 2023-04-17 |
| AZ | RA | APPROVED | 2023-01-11 |
Branch Locations
1921 S. Alma School Road, Suite 307, Mesa, AZ 85210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2016 | 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 | Scottsdale | AZ | 11/2025 | Present |
| Alex Rosen | Mesa | AZ | 06/2013 | Present |
1.) ALEX ROSEN - INSURANCE AGENT - NON-VARIABLE INSURANCE - MESA, AZ - SINCE 06/2013 - INVESTMENT RELATED 2.) PFG ADVISORS, LLC - IAR - DBA NAME FOR MARKETING PURPOSES ONLY - MESA, AZ - SINCE 01/2023 - INVESTMENT RELATED 3.) 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 | 2013-02-23 |
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