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302 North Virginia St., Prescott, AZ 86301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED_RES | 2026-08-06 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 03/2022 |
| Wells Fargo | Chandler | AZ | 07/2007 | 12/2018 |
| Cwm, Llc | Omaha | NE | 03/2022 | 02/2024 |
| Lane Brothers Investment Counsel | Prescott | AZ | 03/2022 | 07/2026 |
| Cetera Advisor Networks | El Segundo | CA | 03/2022 | 12/2022 |
| Allen Financial Partners | Prescott | AZ | 07/2026 | Present |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 04/2019; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG-TERM CARE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-19 |
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