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42210 N 41St Drive Suite 140, Anthem, AZ 85086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-07 |
Branch Locations
42210 N 41St Drive Suite 140, Anthem, AZ 85086 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Scottsdale | AZ | 11/2013 | 07/2019 |
| Mml Investors Services, Llc | Scottsdale | AZ | 03/2014 | 07/2019 |
| Mutual Of Omaha Insurance Company | Phoenix | AZ | 07/2019 | 08/2021 |
| Mutual Of Omaha Investor Services | Phoenix | AZ | 08/2019 | 08/2021 |
| Gradient Advisors Llc | Arden Hills | MN | 01/2022 | 01/2023 |
| Elevated Capital Advisors, Llc | Sandy | UT | 03/2023 | 12/2024 |
| Lucas Retirement Group Llc | Anthem | AZ | 03/2026 | Present |
| Lucas Retirement Group Llc | Anthem | AZ | 09/2021 | Present |
| American Senior Benefits | Phoenix | AZ | 08/2021 | Present |
American Senior Benefits; Investment Related; Anthem, AZ; Fixed Insurance Sales; Insurance Agent/Regional Sales Manager; Start date 08/2021, Approximately 200 hours spent per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-19 |
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