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14500 N Northsight Blvd Suite 313, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-12-19 |
Branch Locations
14500 N. Northsight Boulevard Suite 313, Scottsdale, AZ 85260 • United States
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-21 |
| AZ | RA | APPROVED | 2022-10-20 |
Branch Locations
14500 N. Northsight Boulevard Suite 313, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Twogood Financial Services Inc | Scottsdale | AZ | 12/2022 | Present |
| Nelson Financial Group (Dba) | Scottsdale | AZ | 11/2009 | 12/2021 |
| Axa Advisors, Llc | New York City | NY | 11/2011 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2020 | 10/2022 |
| Eversource Wealth Advisors, Llc | Scottsdale | AZ | 10/2022 | Present |
| Twogood Financial Services, Inc. | Scottsdale | AZ | 04/2000 | Present |
All of Mr. Twogood's other business activities are conducted at 14500 N. Northsight Blvd., Suite 313, Scottsdale, AZ 85260, unless stated otherwise. (1) Since 2007, Dan Twogood has been an independent insurance agent selling non-variable insurance products. He spends approximately 4 hours per month on this activity, all during trading hours. This is an investment-related business activity. (2) Since 2000, Mr. Twogood has been the owner of Twogood Financial Services, Inc., which handles bookkeeping and expenses related to his advisory and insurance practice. He spends approximately 20 hours per month on this activity, all during trading hours. TFS has been a solicitation-only RIA since December 2022, referring prospects and clients to the RIA EverSource Wealth Advisors. This is an investment-related activity. (3) Since 2007, Mr. Twogood has been a member of 8753 LLC, the owner of the office building where he works. He spends approximately 2 hours per month devoted to this activity, all during trading hours. (4) Since 2007, Mr. Twogood has been a member of BDT2 LLC which holds a life insurance policy. He spends approximately 1 hour per month on this, none during trading hours. (5) Since 2017, Mr. Twogood has been a member of Pisgah, LLC. This LLC owns Mr. Twogood's parents' primary residence and is located at 3840 Farmhill Drive, Minnetrista, MN 55346. He spends approximately 1 hour per month on this, none during trading hours. 8753 LLC, BDT2, LLC, and Pisgah, LLC are not investment-related activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-30 |
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