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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-21 |
| AZ | RA | APPROVED | 2015-10-06 |
Branch Locations
7047 E Greenway Pkwy Suite 250, Scottsdale, AZ 85254 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Lead Source, Llc | Phoenix | AZ | 04/2005 | Present |
| Retirement Wealth Advisors | Scotssdale | AZ | 09/2015 | Present |
| Hail Financial Group | Scottsdale | AZ | 10/2011 | Present |
1)Hail Financial Group; Investment related; 15333 N. Pima Rd, Ste 305 Scottsdale, AZ 85260; Insurance Sales, IAR DBA; Owner/President; Started 10/2011; Approx 60 hours per month; 50 hours during securities trading hours; Independently sell insurance, annuities, and life insurance. 2)Lead Source; Not investment related; 15333 N. Pima Rd, Ste 305 Scottsdale, AZ 85260; Sales of mailing lists; Owner/President; Started 04/2005; 0 hours per month devoted; Sales of mailing lists.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-11 |
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