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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-05-07 |
Branch Locations
3200 N. Central Ave Ste 200, Phoenix, AZ 85012 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Phoenix | AZ | 08/2013 | 05/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2019 |
| Securities America, Inc. | Phoenix | AZ | 05/2019 | 06/2024 |
| Pfg Advisors | Phoenix | AZ | 05/2019 | Present |
| Osaic Wealth, Inc. | Phoenix | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Pfg Advisors | Peoria | AZ | 05/2019 | Present |
| Francisco Tort | Peoria | AZ | 05/2019 | Present |
1.) PROSPERITY WAY LLC - Passive, assist with paperwork - Real Estate Sales/Rental Properties/Property Management - Phoenix AZ - Since 04/02/2007 - INVESTMENT RELATED: Yes 2.) PFG ADVISORS - Wealth Advisor - Registered Investment Advisor - Peoria AZ - Since 05/08/2019 -INVESTMENT RELATED: Yes 3.) CUE FINANCIAL GROUP - Wealth Advisor - DBA Name for Marketing Purposes Only - Phoenix AZ - Since 05/13/2019 - INVESTMENT RELATED: Yes 4.) FRANCISCO TORT - Agent - Non-Variable Insurance - Peoria AZ - Since 05/08/2019 - INVESTMENT RELATED: Yes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-10 |
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