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3303 E Baseline Rd Suite 107, Gilbert, AZ 85234 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-02-25 |
| ND | RA | APPROVED | 2025-02-25 |
| AZ | RA | APPROVED | 2016-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| By Referral Only, Llc Dba Rise Financial Group | Gilbert | AZ | 07/2016 | Present |
| By Referral Only, Llc Dba Rise Financial Group | Gilbert | AZ | 05/2016 | Present |
| By Referral Only, Llc Dba Medicare Rescue | Gilbert | AZ | 03/2013 | Present |
Name: Rise Financial Group Investment related: Yes Address: Gilbert, AZ Nature: Life, fixed Insurance Position: Insurance Agent Approx hrs/month: 60, during securities hours: 50 Name: Medicare Rescue Investment related: Yes Address: Gilbert, AZ Nature: Health Insurance Position: Insurance Agent Approx hrs/month: 10, during securities hours: 8
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
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