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Ann Brogan Martin

Pfg Advisors

Gilbert, AZ

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Current Employers
Pfg Advisors

3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2018-02-06
  • AZ RA
    APPROVED
    Since 2018-02-06

Branch Locations

4365 E. Pecos Road, Suite 122, Gilbert, AZ 85295 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.W. Cole Financial, Inc. Tampa FL 09/2014 01/2018
J.W. Cole Advisors, Inc. Tampa FL 09/2014 01/2018
Securities America, Inc. Gilbert AZ 01/2018 06/2024
Pfg Advisors Gilbert AZ 01/2018 Present
Osaic Wealth, Inc. Gilbert AZ 06/2024 11/2025
United Planners Scottsdale AZ 11/2025 Present
Abeg Gilbert AZ 01/2017 Present
Ann Brogan Martin - Insurance Sales Gilbert AZ 01/2018 Present
Priority Financial Group Peoria AZ 01/2018 Present
Brogan Martin Holdings Gilbert AZ 03/2023 Present
  • 09/2014 → 01/2018
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 09/2014 → 01/2018
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 01/2018 → 06/2024
    Securities America, Inc.
    Gilbert, AZ
  • 01/2018 → Present
    Gilbert, AZ
  • 06/2024 → 11/2025
    Osaic Wealth, Inc.
    Gilbert, AZ
  • 11/2025 → Present
    United Planners
    Scottsdale, AZ
  • 01/2017 → Present
    Abeg
    Gilbert, AZ
  • 01/2018 → Present
    Ann Brogan Martin - Insurance Sales
    Gilbert, AZ
  • 01/2018 → Present
    Priority Financial Group
    Peoria, AZ
  • 03/2023 → Present
    Brogan Martin Holdings
    Gilbert, AZ
Previous Registrations
  • 2014-10-02 → 2018-02-08
    Gilbert, AZ
    Tampa, FL
  • 2014-03-26 → 2014-09-10
    Kalos Management
    Ponte Vedra Beach, FL
Other Businesses

1.) BROGAN MARTIN HOLDINGS - Owner - Real Estate Sales/Rental Properties/Property Management - Gilbert AZ - Since 03/15/2023 - INVESTMENT RELATED: Yes 2.) FANDANGO TRUST - Trustee - Estate Planning - Gilbert AZ - Since 06/01/2024 - INVESTMENT RELATED: No 3.) BNI - Member - Networking Group - Queen Creek AZ - Since 05/31/2013 - INVESTMENT RELATED: Yes 4.) ANN BROGAN MARTIN - Insurance Agent - Non-Variable Insurance - Gilbert AZ - Since 01/01/2018 - INVESTMENT RELATED: Yes 5.) APRICITY WEALTH MANAGEMENT - Owner/Financial Advisor - DBA Name for Marketing Purposes Only - Gilbert AZ - Since 01/01/2018 - INVESTMENT RELATED: Yes 6.) PRIORITY FINANCIAL GROUP - Financial Advisor - Registered Investment Advisor - Peoria AZ - Since 01/01/2018 - INVESTMENT RELATED: Yes 7.) ABEG - Owner - Not currently being used but was established several years ago at our CPAs suggestion - Gilbert AZ - Since 01/01/2017 - INVESTMENT RELATED: No

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-28
  • S66 Uniform Combined State Law Examination
    2014-01-28
Other Names
  • Ann Brogan Martin
  • Ann Marie Brogan

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