Rudy E Ariate

Current Employers

Employment History

• 07/1996 → Present
  Rudy Ariate, Cpa
  Tucson, AZ
• 06/2001 → Present
  Wfg
  Tucson, AZ
• 09/2006 → Present
  Tucson Mozone Center Partners, Llc
  Tucson, AZ
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Tucson, AZ
• 07/2012 → Present
  Heartland Institute Of Financial Education
  Aurora, CO
• 11/2014 → Present
  Rudy Ariate
  Tucson, AZ
• 08/2017 → Present
  Net Law
  Louisville, KY
• 06/2022 → Present
  National Association Of Registered Social Security Analysts
  Melville, NY

Previous Registrations

• 2008-09-16 → 2012-01-06
  Investment Advisors International, Inc.
  Tucson, AZ
  Mesa, AZ

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. National Association of Registered Social Security Analysts / 0622-Present / Investment Related: No / 68 South Service Road Suite 100, Melville, NY 11747 / RSSA exam Required / Social Security Education / Hrs. Work Monthly: 20 / Sec Trading Hrs: 2 / Social Security Education Rudy Ariate/1114-Present/Investment Related: No /Tuson, AZ / Agent/ Health, Vision, and Dental Insurance / Hrs Work: 8 Hrs/Sec Trading Hrs: 0 / Market, Offer, Sell Bcbs Health, Vision and Dental Insurance Plans To Individuals And Groups Of People Net Law/ 0817-Present /Investment Related: No/12910 Shelbyville Road, Suite 124, Louisville, Ky 40243/ Agent / Online Wills And Trust Referral Program For Document Creation/ Hrs Work Monthly: 1/Sec Trading Hr0/In The Process Of Helping Clients With Their Financial Needs, Wills And Trusts May Come Up In The Discussion. Will Refer If Needed To This Company Heartland Institute of Financial Education / 0112-Present / Investment Related: No / 2851 S Parker Road Aurora, CA 80014/ Holder of Certificate of Financial Education / Financial literacy to the public/ Hrs Work Monthly: 10% / Sec Trading Hrs: 0/ Holder of Certificate of Financial Education Rudy E Ariate, CPA/ 0890-Present / Investment Related: No / Tucson, AZ / Owner/ Tax & Accountant Service / Tucson, AZ / Performs Tax & Accounting consult Tucson Mozone Center Partners, LLC/ 0406-Present / Investment Related: No / Tucson, AZ / Owner/Company was formed to purchase office building for WFG operation/ / Hrs Work Monthly: 1% / Sec Trading Hrs: 1% /Owner office building

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-11
• S63 Uniform Securities Agent State Law Examination
  1995-10-06