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4640 East Sunrise Drive Suite 211, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-24 |
Branch Locations
4640 East Sunrise Drive Suite 211, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Phoenix | AZ | 04/2010 | 09/2020 |
| Schwab Private Client Investment Advisory Inc. | Phoenix | AZ | 02/2015 | 09/2020 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2020 | 03/2023 |
| Lpl Financial Llc | Tucson | AZ | 11/2023 | 12/2024 |
| Unemployed | Phoenix | AZ | 04/2023 | 05/2023 |
| American Family Insurance | Peoria | AZ | 05/2023 | 11/2023 |
| Fortress Financial Solutions, Llc | Tucson | AZ | 01/2025 | Present |
Through Fortress Insurance Brokerage, LLC, Mrs. Knotz offers non-variable life insurance and fixed annuities. This is non-investment related business. Mrs. Knotz is a licensed insurance agent, and has worked with this company since January 20th, 2025, to present. The business' address is 4640 East Sunrise Drive, Suite 211, Tucson, Arizona, 85718. She spends three hours per month and one hour a month during trading hours on this enterprise. Through Fortress Consulting, LLC, Mrs. Knotz offers business and consulting services. This is non-investment related business. Mrs. Knotz is a consultant and has worked with this company since January 20th, 2025 to present. The business' address is 4640 East Sunrise Drive, Suite 211, Tucson, Arizona, 85718. She spends four hours per month and three hour a month during trading hours on this enterprise. Mrs. Knotz offers notary services as a public notary at no charge to clients as needed. This is non-investment related business. She has worked as a notary since January 26, 2025 to present. Notary services are provided at 4640 East Sunrise Drive, Suite 211, Tucson, Arizona, 85718. She spends one hour per month and half an hour a month during trading hours on this enterprise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-30 |
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