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4745 N. 7Th Street #310, Phoenix, AZ 85014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-25 |
Branch Locations
4745 N. 7Th Street #310, Phoenix, AZ 85014 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-10-16 |
Branch Locations
4745 N. 7Th Street #210, Phoenix, AZ 85014 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial & Tax Architects, Inc. | St Louis | MO | 07/2019 | 07/2023 |
| Brookstone Wealth Advisors | Wheaton | IL | 10/2023 | Present |
| Reliant Investment Management Llc | Phoenix | AZ | 11/2023 | Present |
| Reliant Estate And Insurance Services | Phoenix | AZ | 03/2023 | Present |
| Legacy Estate Group | Chandler | AZ | 06/2002 | 03/2023 |
| Reliant Group Holdings Llc | Phoenix | AZ | 11/2022 | Present |
1) 25% Owner and of Reliant Estate and Insurance Services - The business engages in insurance based financial products (i.e. Annuities and Life Insurance) 4745 N. 7th Street #310 Phoenix, AZ. 85014 03/2023-Present 80 hours per month with 4 hours daily during trading hours. 2) I AM 25% OWNER OF A LAW FIRM-RELIANT LAW GROUP. I DO NOT RECEIVE A SALARY NOR DO I PRACTICE LAW AS I AM NOT AN ATTORNEY. 3)I ALSO OWN 25% SHARE OF RELIANT GROUP HOLDINGS LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-17 |
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