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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-02 |
| AZ | RA | APPROVED | 2018-08-21 |
Branch Locations
1990 W. Elliot Rd, Chandler, AZ 85224 • United States
5136 E. Roosevelt, Phoenix, AZ 85008 • United States
1345 W. Warner Rd, Tempe, AZ 85284 • United States
3431 W. Thunderbird Rd Ste 15, Phoenix, AZ 85053 • United States
1982 W. Main Street Ste 104, Mesa, AZ 85201 • United States
7333 Via Paseo Del Sur, Scottsdale, AZ 85258 • United States
64 E. Pecos Rd, Gilbert, AZ 85295 • United States
6550 E. Superstition Springs Blvd, Mesa, AZ 85206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 10/2009 | 10/2017 |
| Truwest Credit Union | Tempe | AZ | 10/2009 | Present |
| Pfg Advisors | Tempe | AZ | 02/2015 | Present |
| Securities America, Inc. | Chandler | AZ | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Phoenix | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Brent Cattani | Chandler | AZ | 09/2005 | Present |
1.) CATTANI FAMILY TRUST - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - GILBERT, AZ - SINCE 10/2025 - NOT INVESTMENT RELATED 2.) BRENT CATTANI - INSURANCE AGENT - NON-VARIABLE INSURANCE - CHANDLER, AZ - SINCE 09/2025 - INVESTMENT RELATED 3.) TRUWEST WEALTH MANAGEMENT SERVICES - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - CHANDLER, AZ - SINCE 10/2009 - INVESTMENT RELATED 4.) PFG ADVISORS, LLC - IAR - REGISTERED INVESTMENT ADVISOR - CHANDLER, AZ - SINCE 02/2015 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-25 |
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