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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-12 |
Branch Locations
1090 S Gilbert Rd Suite 213, Gilbert, AZ 85296 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | San Luis Obispo | CA | 03/2018 | 10/2023 |
| Sky River Rv | Pismo Beach | CA | 02/2017 | 03/2018 |
| Unemployed | Grover Beach | CA | 09/2016 | 02/2017 |
| Santa Maria Chrysler | Santa Maria | CA | 03/2016 | 09/2016 |
| Bankers Life Advisory Services, Inc | San Luis Obispo | CA | 05/2020 | 10/2023 |
| Key Retirement Solutions | Gilbert | AZ | 10/2023 | Present |
| Integrity Advisory Solutions | Gilbert | AZ | 10/2025 | Present |
1) Key Retirement Solutions; not investment related; 2000 South Batavia Avenue, Geneva, IL 60134; insurance sales; insurance agent; 10/16/2023; 100 hours per month; 100 hours during security hours; Insurance Sales. Marketing and Selling various Insurance Products to mostly Medicare-age Individuals. 2) Sure Fire Financial; Investment related; 1090 South Gilbert Rd, #213, Gilbert AZ 85296; Financial Advising; Investment Advisor Representative; 10/01/2025; 0 hours per month; 0 hours during security hours; Pending Appointment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-31 |
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