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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-23 |
Branch Locations
16220 N Scottsdale Road, Suite 440, Scottsdale, AZ 85254 • United States
835 Main Street Building 200, Buda, TX 78610 • United States
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2024 | 07/2025 |
| Heroes Financial Group Llc | Phoenix | AZ | 10/2020 | Present |
| United States Navy | Goose Creek | SC | 08/2018 | 08/2020 |
| United States Navy | San Diego | CA | 01/2017 | 08/2018 |
| United States Navy | San Diego | CA | 09/2014 | 01/2017 |
| Grand Canyon University | Phoenix | AZ | 08/2023 | Present |
| Realta Equities, Inc. | Wilmington | DE | 07/2025 | Present |
| Transce3Nd Llc | Scottsdale | AZ | 07/2025 | Present |
1. Advisors Excel; 16220 N Scottsdale Rd Suite 440 Scottsdale, AZ 85254; Life Insurance and Annuity Sales; https://advisorsexcel.com; 40 hours per week during normal trading hours. 2. KMTT Group, LLC; 4027 E Sunset Road Henderson, NV 89014; Not Investment Related; Rental real estate holding in Las Vegas, NV; Owner; Compensation: Owner draws as needed; 30 hours per week none during normal trading hours. 3. TAS Investment LLC; 4212 W Harmont Dr Phoenix, AZ, 85051; Not Investment Related; Rental Property holdings; Owner draws as needed; 0+ hours per week none during normal trading hours. 4. Heroes Financial Group LLC; 4212 W Harmont Dr Phoenix, AZ, 85051; Not Investment Related; fixed life and health insurance; Commissions; 40 hours per week some during normal trading hours. 5. Health Insurance License; 4212 W. Harmont Dr Phoenix, AZ 85051; Not Investment Related; health insurance sales and services; Commissions; 40 hours per week some during normal trading hours. 6. Transcend; 16220 N. Scottsdale Rd Ste 440 Scottsdale, AZ 85254; Investment Related; Investment Advisory Services; Investment Advisor; Advisory Fees; start: 07/2025; 40 hours per week during normal trading hours. 7. Breakline Wealth and Tax, LLC: Investment Related: start: 2/2026; 16220 N Scottsdale Rd Ste 400 Scottsdale, AZ 85254; https://breaklinewealthandtax.com; Commissions; Provide financial advice, manage portfolios, insurance strategies; 100 hours per month during normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-02 |
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