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2370 W. Ray Road Suite 3, Chandler, AZ 85224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-17 |
| AZ | RA | APPROVED | 2017-11-20 |
Branch Locations
2370 W. Ray Road Suite 3, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities Inc | Tempe | AZ | 04/2015 | 11/2017 |
| Innovative Financial Solutions, Inc. | Tempe | AZ | 09/2017 | Present |
| Investment Advisor | Tempe | AZ | 04/2015 | 10/2017 |
2009-Present/Independent insurance agent/Insurance related/Tempe, AZ/Insurance Agent/Offer insurance products and services via unaffiliated issuers and agencies/Involves three percent time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-24 |
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