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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-07-31 |
Branch Locations
3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Desert Schools Financial Services | Phoenix | AZ | 02/2010 | 07/2017 |
| Lpl Financial Llc | Phoenix | AZ | 12/2014 | 06/2018 |
| Securities America, Inc. | Phoenix | AZ | 06/2018 | 06/2024 |
| Pfg Advisors | Phoenix | AZ | 12/2017 | Present |
| Self | Mesa | AZ | 07/2017 | 12/2017 |
| Osaic Wealth, Inc. | Phoenix | AZ | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Pfg Insurance Services | Phoenix | AZ | 12/2017 | Present |
| Pfg Advisors, Llc | Phoenix | AZ | 12/2017 | Present |
1.) PFG ADVISORS, LLC - President & COO - Registered Investment Advisor - Phoenix AZ - Since 12/18/2017 - INVESTMENT RELATED: Yes 2.) PFG INSURANCE SERVICES - Agent /Designated Responsible Person - Non-Variable Insurance - Phoenix AZ - Since 12/18/2017 - INVESTMENT RELATED: Yes 3.) CUFN - DRP - DBA Name for Marketing Purposes Only - Peoria AZ - Since 12/31/2018 - INVESTMENT RELATED: Yes 4.) EDNA CLARK FAMILY TRUST - Co-Trustee - Acting in a Fiduciary Capacity (e.g. POA, Trustee, Executor) - Mesa AZ - Since 3/1/2020 - INVESTMENT RELATED: No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-08 |
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