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14155 N. 83 Ave #144, Peoria, AZ 85381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kingdom Financial Group | Peoria | AZ | 07/2019 | 08/2021 |
| Delex Realty | Peoria | AZ | 08/2016 | 02/2025 |
| Barros Pizza | Glendale | AZ | 11/2021 | 05/2023 |
| Foundations Investment Advisors, Llc | Surprise | AZ | 07/2023 | 01/2024 |
| Asset Preservation Wealth & Tax | Surprise | AZ | 06/2023 | 01/2024 |
| Fullerton Financial Planning | Peoria | AZ | 02/2024 | Present |
| Kingdom Financial Group, Llc | Peoria | AZ | 02/2024 | Present |
Licensed Realtor with Delex Realty, LLC since 09/2016.; not investment related; Glendale, AZ; I occasionally assist friends with real estate home purchase and sales. I transact 1-2 deals per year. Time spent on sell transactions averages approximately 10-15 hours total. Buy transactions average approximately 15-25 hours depending on how many properties are viewed. Much of this business is done evenings and weekends. Duties involve communications with clients and transaction partners including mortgage companies, inspectors, Delex Realty partners, title companies and any parties required to be involved in the transaction.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-24 |
| S66 | Uniform Combined State Law Examination | 2005-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-01 |
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