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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-08 |
| CO | RA | APPROVED | 2004-10-13 |
Branch Locations
7674 Grandview Avenue Suite 200, Arvada, CO 80002 • 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 |
|---|---|---|---|---|
| Self Employed | Home | CO | 01/1994 | Present |
| Personal Benefit Services Wealth Management & Investment | Arvada | CO | 09/1994 | Present |
| Osaic Wealth, Inc. | Arvada | CO | 06/2003 | Present |
1. BUSINESSES DBA PERSONAL BENEFIT SERVICES WEALTH MANAGEMENT FOR INDEPENDENT INVESTMENT ADVISORY AND INSURANCE, INCL INSURANCE/ANNUITY SALES, SECURITIES THROUGH ROYAL ALLIANCE ASSOC, AND FINANCIAL PLANNING WHICH INVOLVES REVIEWING ESTATE POSITIONS AND POSSIBLY REFERRING TO ATTORNEY (TRUST RELATED SERVICES) ADVISORY REPRESENTATIVE FOR ROYAL ALLIANCE ASSOCIATES, INC. PROVIDING PERSONAL ADVISORY SERVICES TO CLIENT IN THE SELECTION OF A PARTICULAR THIRD PARTY ADVISORY SERVICE. 7674 GRANDVIEW AVENUE, SUITE 200 ARVADA, CO 80002, INDEPENDENT FLIGHT INSTRUCTION; LESS THAN TEN HOURS PER MONTH. 2. PBS WEALTH MANAGEMENT CONSLULATANTS POSITION: CEO NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 01/01/2004 ADDRESS: 7674 Grandview Ave #200, Arvada CO 80002, United States DESCRIPTION: Place traditional life insurance when appropriate for clients. Meet clients and prepare financial plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-23 |
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