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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-01-11 |
| TX | RA | APPROVED | 2023-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2010 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2010 | 01/2023 |
| Pfg Advisors | Phoenix | AZ | 01/2023 | Present |
| Securities America, Inc. | Phoenix | AZ | 01/2023 | 06/2024 |
| Osaic Wealth, Inc. | Phoenix | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Roy Morris | Phoenix | AZ | 04/2010 | Present |
1.) ROY MORRIS - AGENT - NON-VARIABLE INSURANCE - MARANA, AZ - SINCE 04/2010 - INVESTMENT RELATED 2.) TRUE LIFE ADVISOR LTD - PRESIDENT - S-CORP FOR FEE-BASED BUSINESS - MARANA, AZ - SINCE 01/2023 - NOT INVESTMENT RELATED 3.) STORMAWAY, LLC - SUPPORT/ADMIN - RETAIL SALES - PHOENIX, AZ - SINCE 01/2024 - NOT INVESTMENT RELATED 4.) PFG ADVISORS, LLC - IAR, FINANCIAL PLANNER - REGISTERED INVESTMENT ADVISOR - MARANA, AZ - SINCE 01/2023 - INVESTMENT RELATED 5.) MORRIS FINANCIAL - FINANCIAL ADVISOR, FINANCIAL PLANNER - DBA NAME FOR MARKETING PURPOSES ONLY - MARANA, AZ - SINCE 04/2026 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-05 |
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