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Surprise, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-02-26 |
| NE | RA | APPROVED | 2024-08-06 |
| TX | RA | APPROVED_RES | 2024-06-10 |
| AZ | RA | APPROVED | 2022-04-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 11/2008 | 04/2018 |
| Edward Jones | St.LOuis | MO | 04/2018 | 04/2022 |
| Green Peaks Planning Llc | Surprise | AZ | 02/2022 | Present |
| Bret Hoffman, Sole Proprietor | Surprise | AZ | 10/2017 | Present |
| Uber | Surprise | AZ | 12/2022 | 03/2024 |
| H&R Block | Surprise | AZ | 10/2023 | 03/2024 |
Name: Bret Hoffman, Sole Proprietor Investment Related: No Address: 16620 W Jenan Drive, Surprise, AZ 85388 Nature: Rental Property Management Position: Rental property manager Start date: 10/12/2017 Hours per month: 7 Hours during trading: 0 Duties: Own and manage a rental property in Granby CO; also manage a similar rental property in Granby CO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-20 |
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