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Current Employers
Advisory Solutions Group

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-07-17
TX RA APPROVED 2026-07-01
  • AZ RA
    APPROVED
    Since 2026-07-17
  • TX RA
    APPROVED
    Since 2026-07-01

Branch Locations

9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sc Financial Services, Inc. Scottsdale AZ 05/2005 03/2023
Optimized Business Transitions Scottsdale AZ 06/2010 Present
Avior Wealth Management, Llc Omaha NE 03/2023 06/2026
Advisory Solutions Group Scottsdale AZ 07/2026 Present
Previous Registrations
  • 2023-05-25 → 2026-07-02
    Scottsdale, AZ
  • 2005-06-16 → 2023-03-15
    S.C. Financial Services, Inc.
    Scottsdale, AZ
  • 2012-06-18 → 2012-11-20
    Tiger Eye Financial Llc
    Scottsdale, AZ
Other Businesses

OPTIMIZED BUSINESS TRANSACTIONS, LLC - OWNER - SCOTTSDALE, AZ. CONSULTING WITH BUSINESS OWNERS FOR EXIT PLANNING AND SUCCESSION. 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-25
  • S65 Uniform Investment Adviser Law Examination
    2005-05-25

View on SEC IAPD

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