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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-01-22 |
Branch Locations
5100-A San Francisco Ne, Albuquerque, NM 87109 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Albuquerque | NM | 08/2015 | 01/2025 |
| Primerica Financial Services | Albuquerque | NM | 04/2015 | 01/2025 |
| Gamestop | Albuquerque | NM | 07/2016 | 05/2017 |
| Gamestop Corp. | Albuquerque | NM | 05/2017 | 03/2019 |
| Silent Falcon Uas | Albuquerque | NM | 03/2019 | 08/2022 |
| United Planners Financial Services | Scottsdale | AZ | 01/2025 | Present |
| Daniel Gabriel Serna | Albuquerque | NM | 10/2023 | Present |
| Daniel Gabriel Serna | Albuquerque | NM | 04/2015 | Present |
1.) DANIEL GABRIEL SERNA - COACH - TEACHING/COACHING - ALBUQUERQUE, NM - SINCE 10/2023 - NOT INVESTMENT RELATED 2.) NEW MEXICO CHESS ORGANIZATION - PRESIDENT - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - ALBUQUERQUE, NM - SINCE 10/2023 - NOT INVESTMENT RELATED 3.) DANIEL GABRIEL SERNA - AGENT - NON-VARIABLE INSURANCE - ALBUQUERQUE, NM - SINCE 04/2015 - INVESTMENT RELATED 4.) US CHESS FEDERATION - VICE PRESIDENT OF FINANCE - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - ALBUQUERQUE, NM - SINCE 08/2025 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-18 |
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