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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-18 |
Branch Locations
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
1702 E. Highland Ave Suite 214, Phoenix, AZ 85016 • United States
62 Bay Harbor Drive #2826, Bigfork, MT 59911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-11-30 |
Branch Locations
1702 East Highland Ave Suite 130, Phoenix, AZ 85021 • 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 |
|---|---|---|---|---|
| Sonoran Wealth Systems | Phoenix | AZ | 05/2005 | Present |
| Global Financial Private Capital | Sarasota | FL | 03/2012 | 04/2019 |
| J.W. Cole Advisors, Inc | Tampa | FL | 04/2019 | 09/2021 |
| Life Planning Advisors Llc | Bigfork | MT | 09/2021 | Present |
| Triad Wealth Partners | Lawrence | KS | 08/2026 | Present |
Name of other business: SONORAN WEALTH SYSTEMS; Title: PRESIDENT; Investment Related: Yes; Address of other business: 1702 E. Highland Ave, Suite 214, Phoenix, AZ 85016; Start Date: May 2005-PRESENT. Nature of Business: Insurance Sales, fixed annuity and life insurance. Approximate number of hours per week: 40 HOURS, during trading hours: Varies; Duties: Service and sales of insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-16 |
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