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Peoria, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| SD | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED_RES | 2018-07-23 |
| AZ | RA | APPROVED | 2017-11-03 |
| MT | RA | APPROVED | 2017-11-02 |
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 |
|---|---|---|---|---|
| Advisornet Wealth Management | Minneapolis | MN | 03/2016 | 10/2017 |
| The Moneymd.cOm Llc | Peoria | AZ | 10/2017 | Present |
| Family Legacy Planning, Llc | Peoria | AZ | 08/2012 | Present |
TRUSTEE(MOTHER-NANCY GROFF)FBO-5%TIME SPENT- $3500 ESTIMATED ANNUAL INCOME. FAMILY LEGACY PLANNING LLC. LIFE INSURANCE/ANNUITIES,FIXED INSURANCE, AGENT,45% of time spent on this OBA, 10 HRS/MONTH-SALES/ADVISORY. HEALTH AND BIG WEALTH, LLC. MANAGING MEMBER. BOOKKEEPING ENTITY FOR INCOME RECEIVED FROM SUBSCRIBERS OF LIFEWAVE INC. LIFEWAVE INC. IS A SEPARATE AND UNAFFILIATED ENTITY. TIME SPENT= 20 HOURS/ MONTH. AQUA MASSAGE LLC WAS AN ENTITY THAT WAS SET UP, BUT NEVER UTILIZED. KJ SUPREME LLC IS NOT CURRENTLY BEING USED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-09 |
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