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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-08 |
Branch Locations
13609 N Ih-35 Blvd #4, Austin, TX 78753 • United States
737 Louis Henna Blvd Ste 300, Round Rock, TX 78664 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2015 | 12/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2020 | 04/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2020 | 04/2022 |
| Unemployed | Austin | TX | 01/2020 | 02/2020 |
| Lpl Financial Llc | Austin | TX | 05/2022 | 05/2024 |
| Securities America, Inc. | Austin | TX | 05/2024 | 06/2024 |
| Osaic Wealth, Inc. | Austin | TX | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Pfg Advisors, Llc. | Austin | TX | 05/2024 | Present |
| Thomas Evan Green | Austin | TX | 03/2015 | Present |
1.) TRUWEST WEALTH MANAGEMENT SERVICES - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - AUSTIN, TX - SINCE 05/2024 - INVESTMENT RELATED 2.) PFG ADVISORS LLC - IAR - REGISTERED INVESTMENT ADVISOR - AUSTIN, TX - SINCE 05/2024 - INVESTMENT RELATED 3.) THOMAS EVAN GREEN - INSURANCE AGENT - NON-VARIABLE INSURANCE - AUSTIN, TX - SINCE 03/2015 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-12 |
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