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6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-04-06 |
Branch Locations
430 E. Southern Ave., Tempe, AZ 85282 • United States
6721 Academy Rd. Ne Suite B, Albuquerque, NM 87109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ball Financial Group ,Llc | Phoenix | AZ | 07/1990 | Present |
| United Planners Financial Services | Scottsdale | AZ | 12/2000 | 03/2022 |
| A To Z Stamps, Llc | Tempe | AZ | 06/2005 | Present |
| National Stamp Dealers Association | Silverdale | WA | 11/2006 | 04/2019 |
| Ball Financial Group, Llc | Tempe | AZ | 06/1990 | Present |
| Ball Financial Group, Llc | Tempe | AZ | 09/2020 | Present |
| Cross State Financial Group, Llc | Albuquerque | NM | 04/2022 | Present |
1) BALL FINANCIAL GROUP - AGENT - INSURANCE SALES AND SERVICE - SINCE 07/1990 - PHOENIX, AZ. - INVESTMENT RELATED--- 2) A TO Z STAMPS, LLC - MEMBER - SALE OF STAMPS AND SUPPLIES - TEMPE, AZ - SINCE 06/2005 - NOT INVESTMENT RELATED 3) BALL FINANCIAL GROUP, LLC - Owner Agent - Non-Variable insurance - Tempe AZ - Since 6/1/1990 - INVESTMENT RELATED 4) MICHAEL AND CECILIA BALL TRUST DATED 7/12/2019 - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY - PHOENIX, AZ - SINCE 07/2019 - INVESTMENT RELATED 5) BALL FINANCIAL GROUP, LLC - President - Estate Planning - Tempe AZ - Since 7/1998 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-12 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-01 |
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