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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-09-05 |
Branch Locations
5016 S Ash Ave. Suite 109, Suite 109, AZ 85282 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-05-30 |
Branch Locations
3101 N. Central Ave. Suite 890, Phoenix, AZ 85012 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
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 |
|---|---|---|---|---|
| Self-Employed | Scottsdale | AZ | 10/1967 | Present |
| Great American Advisors, Inc. (F/K/A Aag Securities, Inc.) | Scottsdale | AZ | 03/1999 | Present |
| Lincoln Investment | Scottsdale | AZ | 08/2010 | Present |
FIXED LIFE PRODUCTS POSITION: AGENT NATURE: FIXED ANNUITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 04/01/1985 ADDRESS: 8436 E. LOCKWOOD ST, MESA AZ 85207 DESCRIPTION: SALES AND SERVICE OF FIXED INSURANCE PRODUCTS AND MEDICARE SUPPLEMENTS LINCOLN RETIREMENT PROFESSIONALS LLC POSITION: Registered agent, 50% owner, Partner NATURE: Holding company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2019 ADDRESS: 5016 S Ash Ave, Tempe AZ 85282, United States DESCRIPTION: Partners Adam Pearce and Michael Renner contribute to this LLC to pay the Tempe office expenses RENNER AGENCY, INC. POSITION: President, Director, CEO, Shareholder, Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/07/2000 ADDRESS: 8436 E Lockwood St, Mesa AZ 85207-3012, United States DESCRIPTION: Corporation that captures compensation from insurance/fixed business sales. United health care Medicare supplements Position: agent Nature: Medicare supplements Investment Related: Yes Hours: 10 Securities Trading Hours: 5 Start Date: 6/1/2024 Address: 9700 healthcare lane Hopkins, MN.55343 55343 Description: sign up folks that need Med Sups
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-12 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-21 |
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