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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
3200 N. Central Ave. Ste 200, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Investment Management | Scottsdale | AZ | 03/2014 | 09/2016 |
| Voya Investments Distributor, Llc | Windsor | CT | 05/2014 | 09/2016 |
| John Hancock Investments | Tempe | AZ | 09/2016 | 05/2018 |
| Unemployed | Scottsdale | AZ | 05/2018 | 08/2018 |
| Redwood Investment Management, Llc | Scottsdale | AZ | 08/2018 | 10/2018 |
| Northern Lights Distributors, Llc | Omaha | NE | 10/2018 | 10/2018 |
| Unemployed | Phoenix | AZ | 11/2018 | 12/2018 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 12/2018 | 06/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 05/2019 | 01/2021 |
| Ranstad Staffing | San Antonio | TX | 12/2018 | 05/2019 |
| Usaa Financial Planning Services | Phoenix | AZ | 05/2019 | 01/2021 |
| Robinhood Financial, Llc | Tempe | AZ | 01/2021 | 06/2021 |
| Robinhood Markets, Inc | Tempe | AZ | 06/2021 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Peoria | AZ | 01/2023 | 06/2025 |
| Unemployed | Phoenix | AZ | 08/2022 | 01/2023 |
| Bank Of America, N.A. | Peoria | AZ | 01/2023 | 06/2025 |
| Osaic Wealth, Inc. | Phoenix | AZ | 05/2025 | 11/2025 |
| Pfg Advisors Llc | Phoenix | AZ | 06/2025 | Present |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Priority Financial Group | Phoenix | AZ | 06/2025 | Present |
| Patrick Lefevre | Phoenix | AZ | 06/2025 | Present |
1.) CUE FINANCIAL GROUP - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 06/2025 - INVESTMENT RELATED 2.) PRIORITY FINANCIAL GROUP - WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ - SINCE 06/2025 - INVESTMENT RELATED 3.) PATRICK LEFEVRE - INSURANCE AGENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 06/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-10 |
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