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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 03/2020 | 05/2023 |
| C&P Engineering | Windsor | CA | 04/2019 | 12/2019 |
| Unemployed | Windsor | CA | 09/2018 | 02/2019 |
| San Diego State | San Diego | CA | 08/2019 | 12/2019 |
| Jimmy Johns | Santa Rosa | CA | 04/2017 | 08/2018 |
| Rockin Jump | Santa Rosa | CA | 12/2016 | 03/2017 |
| Ancient Oaks Cellars | Santa Rosa | CA | 06/2016 | 12/2016 |
| Cardinal Newman High School | Santa Rosa | CA | 08/2014 | 08/2018 |
| Mwa Financial Services Inc | Rock Island | IL | 04/2021 | 05/2023 |
| Securities America, Inc. | Eagle | ID | 05/2023 | 06/2024 |
| Osaic Wealth, Inc. | Eagle | ID | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Andrew Van Dyke | Eagle | ID | 03/2020 | Present |
| Pfg Advisors, Llc | Eagle | ID | 05/2023 | Present |
1.) ANDREW VAN DYKE - Insurance agent - Eagle ID - Since 03/01/2020 - INVESTMENT RELATED 2.) STARLIFTER FINANCIAL PARTNERS - DBA Name for Marketing Purposes Only - Eagle ID - Since 06/14/2024 - INVESTMENT RELATED 3.) ELEVATE WEALTH - DBA Name for Marketing Purposes Only - Boise ID - Since 08/04/2025 - INVESTMENT RELATED 4.) PFG ADVISORS, LLC - Registered Investment Advisor - Eagle ID - Since 05/15/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-15 |
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