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Peoria, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth For Life | Scottsdale | AZ | 02/2001 | 11/2023 |
| Ashton Thomas Private Wealth | Scottsdale | AZ | 06/2015 | 06/2017 |
| Regal Investment Advisors | Kentwood | MI | 06/2017 | 04/2018 |
| Lifepro Asset Management, Llc | San Diego | CA | 05/2018 | 02/2025 |
| Independent Insurance Agent | Peoria | AZ | 09/2001 | Present |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
| Wealth For Life, Llc | Peoria | AZ | 09/2025 | Present |
INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED (INSURANCE),16427 N. Scottsdale Rd. Suite 410, Scottsdale, Arizona 85254, LIFE INSURANCE/ANNUITIES, INSURANCE AGENT/OWNER, 09/2001 TO PRESENT, 120 HRS/MONTH, 20/WK DURING TRADING, INDEPENDENT INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-14 |
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