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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-25 |
| NM | RA | APPROVED | 2023-01-10 |
| TX | RA | APPROVED | 2023-01-09 |
Branch Locations
400 North Pennsylvania Ave Suite 840, Roswell, NM 88201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 04/2021 | 01/2023 |
| Unemployment | Roswell | NM | 04/2020 | 04/2021 |
| Hinkle Shanor Llp | Roswell | NM | 09/2015 | 04/2020 |
| Securities America, Inc. | Roswell | NM | 01/2023 | 06/2024 |
| Pfg Advisors | Roswell | NM | 01/2023 | Present |
| Osaic Wealth, Inc. | Roswell | NM | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Steven G. Ducharme | Roswell | NM | 07/2021 | Present |
| Pfg Advisors, Llc | Roswell | NM | 01/2023 | Present |
1.) STEVEN G. DUCHARME - INSURANCE AGENT - ROSWELL, NM - SINCE 07/2021 - INVESTMENT RELATED 2.) REPUBLICAN PARTY OF CHAVES COUNTY - TREASURER: MEMBER OF NON-PROFIT EXECUTIVE COMMITTEE - ROSWELL, NM - SINCE 01/2023 - NOT INVESTMENT RELATED 3.) ENCOUNTER WEALTH - FINANCIAL PLANNER - DBA NAME FOR MARKETING PURPOSES ONLY - ROSWELL, NM - SINCE 04/2026 - INVESTMENT RELATED 4.) PFG ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR - ROSEWELL, NM - SINCE 01/2023 - INVESTMENT RELATED 5.) SIDNEY GUTIERREZ SCHOOL - GOVERNING COUNCIL MEMBER - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - ROSWELL, NM - SINCE 03/2026 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-07 |
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