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3623 Crossings Drive Suite 350, Prescott, AZ 86305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-22 |
Branch Locations
3623 Crossings Drive Suite 350, Prescott, AZ 86305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2016 | 03/2022 |
| Cwm, Llc Dba Lane Brothers | Prescott | AZ | 03/2022 | 10/2023 |
| Cetera Advisor Networks Llc | El Segundo | CA | 03/2022 | 12/2022 |
| Kestra Investment Services, Llc | Prescott | AZ | 10/2023 | 04/2026 |
| Kestra Advisory Services, Llc | Prescott | AZ | 10/2023 | 04/2026 |
| For The Scott Girls Llc Dba The Money And Values Group | Prescott | AZ | 07/2024 | Present |
| For The Scott Girls Llc Dba The Money And Values Group | Prescott | AZ | 04/2026 | Present |
Name: INDEPENDENT FIXED INSURANCE BUSINESS; INVESTMENT RELATED: Yes # OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 05/28/2025 ADDRESS: PRESCOTT, AZ ; DESCRIPTION: Soliciting fixed insurance business and processing applications.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-24 |
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