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Coolidge, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-06-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Wfg Investments, Inc. | Edmond | OK | 09/2011 | 12/2016 |
| Wfg Advisors, Lp | Edmond | OK | 09/2011 | 12/2016 |
| Tree Line Capital | Oklahoma City | OK | 01/2017 | 04/2019 |
| Insurance & Wealth Advisors, Llc. | Edmond | OK | 04/2019 | 03/2020 |
| Insurance & Wealth Advisors | Phoenix | AZ | 04/2020 | Present |
LOCAL INSURANCE ADVISORS, MEDICARE HEALTH INSURANCE, I AM AN INDEPENDENT AGENT, 03/2018, 15- 20 HRS A WEEK, 0 HRS. DURING INVESTMENT TRADING HRS. ENROLL ELIGIBLE PERSONS INTO HEALTH INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-05 |
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