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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-25 |
| AZ | RA | APPROVED | 2025-04-22 |
Branch Locations
1090 S Gilbert Rd #213, Gilbert, AZ 85296 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors Llc | Arden Hills | MN | 07/2022 | 04/2025 |
| American Senior Benefits | Gilbert | AZ | 08/2021 | 09/2024 |
| Bankers Life | Mesa | AZ | 02/2017 | 07/2021 |
| Homemaker | Mesa | AZ | 02/2001 | 02/2017 |
| American Senior Benefits | Gilbert | AZ | 09/2024 | Present |
| Integrity Advisory Solutions | Gilbert | AZ | 04/2025 | Present |
1. Sure Fire Financial LLC; Investment Related; 1090 S. Gilbert Rd, Ste 213, Gilbert AZ 85296; DBA for investment business; Retirement and Financial planning; IAR; 06/15/2022; 40+ hours per month; 20 hours during securities trading hours; Meet with prospects/clients to analyze and prepare retirement recommendations. 2. Key Retirement Solutions; Investment Related; 1090 S. Gilbert Rd, Ste 213, Gilbert, AZ 85296; Insurance Sales; Sales; Insurance Broker; 08/01/2021; 20 hours per month; 10 hours during securities trading hours; Educate and help guide people through retirement planning. Make recommendations on products to fill the need. Provide ongoing guidance, education and support to clients 3. American Senior Benefits; Investment Related; 1090 S. Gilbert Rd, Ste 213, Gilbert, AZ 85296; Insurance Sales; Sales; Insurance Broker; 08/01/2021; 20 hours per month; 10 hours during securities trading hours; Facilitate seminars, meet one on one with prospects to educate and offer recommendations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-29 |
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