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6849 N Oracle Rd, Ste 175, Tucson, AZ 85704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-29 |
| CA | RA | APPROVED | 2026-01-28 |
| NE | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southwest Investment Advisors, Inc. | Tucson | AZ | 06/2014 | 11/2017 |
| National Planning Corporation | Tucson | AZ | 02/2015 | 11/2017 |
| Lpl Financial Llc | Tucson | AZ | 11/2017 | 01/2025 |
| Commonwealth Financial Network | San Diego | MA | 01/2025 | Present |
| Schulz Financial Group | Tucson | AZ | 01/2025 | Present |
| Five Speed Reality Llc | Oro Valley | AZ | 11/2019 | Present |
1. Fixed insurance sales; Located at 6849 North Oracle Road, Suite 175, Tucson, AZ 85704, as of 01/02/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, a private entity established to facilitate securities, advisory, and insurance business; Located in Tucson, AZ 85704, as of 11/30/2017; 1% of time spent during business hours; Conducted at branch; Investment related. 3. Owner; Real Estate Holdings Company; owns the building the RIA is operating out of; 11/2019; 1% of time is spent on this business (not during trading hours); investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-22 |
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