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Peoria, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-03-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Excel Mortgage Lending Llc | Peoria | AZ | 03/2017 | 01/2026 |
| Authentic Insurance Advisors Llc | Peoria | AZ | 07/2016 | Present |
| Geneva Financial | Tempe | AZ | 11/2014 | 03/2017 |
| Tax Man Llc | Peoria | AZ | 11/2013 | 01/2017 |
| Valley Signature Real Estate | Phoenix | AZ | 08/2019 | 02/2021 |
| My Home Group | Scottsdale | AZ | 02/2021 | 06/2026 |
| Independent Tax Advisors | San Tan Valley | AZ | 03/2021 | 04/2022 |
| Authentic Financial Planning Inc. | Peoria | AZ | 03/2021 | Present |
| Financial Freedom Developers Llc Dba The Money Agency | Peoria | AZ | 01/2019 | Present |
| My Referral Network | Scottsdale | AZ | 06/2026 | Present |
| Barret Financial Llc | Phoenix | AZ | 01/2026 | Present |
Authentic Business and Tax Advisors LLC is Not Investment Related. Tax Preparation and Accounting, accountant, 01/2019, 20 hours, tax preparation, accounting and business consulting, Barrett Financial LLC Not Investment Related, mortgage broker, broker owner, 1/26 1 hours, licensed mortgage loan originator referring contractor Authentic Insurance Advisors LLC, Not Investment Related, Life and Health Insurance Agency, Agency Owner, 01/16 5 hours insurance agent. My Referral Network LLC, Not Investment Related, Residential Real Estate Sales, Realtor, 06/26 1 hours, real estate referral agent
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