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1425 S Higley Rd. Ste 107, Higley, AZ 85296 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-05 |
| AZ | RA | APPROVED | 2015-07-22 |
Branch Locations
1425 South Higley Road, Suite 107, Gilbert, AZ 85296 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Rfg Capital Management Llc | Higley | AZ | 05/2008 | Present |
| American Insurance Planners Llc | Higley | AZ | 05/2010 | Present |
AMERICAN INSURANCE PLANNERS LLC - NON INVESTMENT RELATED INSURANCE AGENCY - GILBERT, AZ - MANAGING MEMBER - START DATE MAY 2010 - 160 HOURS/MONTH MOSTLY DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-10 |
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