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6083 E. Grant Rd., Tucson, AZ 85712 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2019-02-15 |
| AZ | RA | APPROVED | 2017-04-19 |
Branch Locations
6083 E. Grant Road, Tucson, AZ 85712 • USA
6083 E. Grant Rd., Tucson, AZ 85712 • United States
Lake Placid, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Prounlimited/Cigna | Philadelphia | PA | 06/2016 | 05/2020 |
| Total Benefit Communications | Atlanta | GA | 06/2016 | Present |
| Blue Bloodhound | Hickory | NC | 07/2016 | 04/2017 |
| Uber Technologies | San Francisco | CA | 06/2016 | 05/2020 |
| Lyft, Inc | San Francisco | CA | 06/2016 | 05/2020 |
| Total Transit, Inc. | San Diego | CA | 06/2016 | 04/2017 |
| Farmers Financial Solutions | Tucson | AZ | 03/2017 | 04/2017 |
| Farmers Insurance | Tucson | AZ | 02/2017 | 04/2017 |
| Union Capital Company | Tucson | AZ | 04/2017 | Present |
| Humana | Lake Placid | FL | 05/2020 | Present |
| Colonial Life Insurance Co. | Lake Placid | FL | 03/2023 | Present |
| Truck Movers | Lake Placid | FL | 02/2023 | Present |
1. Humana - Sales. Medicare Insurance 15hrs per week during securities trading hours. Non-Investment related activity - 1099 received. 2. Money Benefit, PLLC - Insurance & Fixed Annuities. Own Business. 0 hrs per week. Investment related activity. 1099 received. Not during securities trading hours. 3. Final Expense Plus, PLLC - Insurance & Fixed Annuities. Own Business. 0 hrs per week. Investment related activity. 1099 received. Not during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 1996-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-09 |
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