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2615 East 24Th Street Suite 2, Yuma, AZ 85365 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-11 |
| LA | RA | APPROVED | 2019-05-13 |
| CA | RA | APPROVED | 2018-03-18 |
Branch Locations
2615 East 24Th Street Suite 2, Yuma, AZ 85365 • United States
11440 West Bernardo Court, Ste. 102, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2011 | 08/2018 |
| Bdt And Associates | Yuma | AZ | 02/2010 | 03/2018 |
| Bdt & Associates, Inc. | Yuma | AZ | 08/2018 | Present |
1) Doyel Price, Jr. is a licensed insurance agent of Doyel Price, Jr., Sole Proprietor since February 1996. He is an independent insurance agent that sells and services for P&C, health, and life insurance. He always acts in the best interest of the client. Clients are not required to implement the plan in his capacity as a licensed insurance agent. He receives approximately $3,000 compensation annually for this activity and spends 3-5 hours per month on this activity. 2) Doyel Price, Jr. is a consultant and owner of Trusted Advising, Inc. since December 2016. This is a single owner corporation established to pay all appropriate payroll taxes, federal and state income taxes for advisory business. He receives no commission for this activity and spends 1-2 hours per month on this activity. 3) Doyel Price, Jr. is the trustee of a trust since March 2008. He receives no compensation for this activity and spends 1 hour per month on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-02 |
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