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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
7400 E Pinnacle Peak Rd. Ste. 100, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iphone App Development | Phoenix | AZ | 10/2010 | 07/2017 |
| Lpl Financial, Llc | Scottsdale | AZ | 08/2014 | 07/2017 |
| Householder Group Estate & Retirement Specialists | Phoenix | AZ | 08/2014 | 07/2017 |
| Koury Capital, Llc | Scottsdale | AZ | 10/2014 | 07/2017 |
| Commonwealth Financial Network | Waltham | MA | 07/2017 | 07/2025 |
| Wealthforesight | Phoenix | AZ | 04/2018 | 03/2020 |
| Hosler Wealth Managment, Llc | Scottsdale | AZ | 03/2020 | 07/2025 |
| Mutual Advisors, Llc. | Casper | WY | 07/2025 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 07/2025 | Present |
1. Independent Insurance Agent, Start Date: 07/18/2025, 7400 Pinnacle Peak Rd., Ste. 100, Scottsdale, AZ 85255, LLC, Insurance, Partner, Life Insurance Sales, Not Investment Related, 2 Hours per month, .1 Hour per day during trading hours. 2. My Retirement - Website Content Creator, Start Date: 10/31/2019, 9026 N Cobra Dr., Phoenix, AZ 85028, Financial Education website for business owners, Owner, Create Content to share online with business owner community, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 3. Koury Capital, LLC., Start Date: 07/17/2017, 9026 N Cobra Dr., Phoenix, AZ 85028, LLC, Private Entity to receive income from Advisory business, Owner, It is the LLC under which I report my 1099 income from Advisory business, Investment Related, 0 Hours per month, 0 Hours per day during trading hours. 4. Hosler Wealth Management, Start Date: 07/18/2025, 700 S. Montezuma St., Prescott, AZ 86303, LLC, RIA, Lead Wealth Advisor, Business Development, Financial Planning, Client Meetings, Client Luncheons, Tax Planning, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 5. Children's Book on Money, Start Date: 07/31/2026, 9026 N. Cobre Dr., Phoenix, AZ 85028, LLC, Book Publishing, Owner, I am in the process of completing a children's book I intend to publish on Amazon It will be submitted to compliance prior to publishing, Outside of publishing the book, I do not have nay intentions today to actively market or sell this book, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-29 |
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