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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-07 |
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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Mesa | AZ | 01/2016 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mesa | AZ | 01/2016 | 06/2018 |
| Morgan Stanley | Gilbert | AZ | 07/2018 | 02/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2018 | 02/2026 |
| United Planners Financial Services | Scottsdale | AZ | 04/2026 | Present |
| Pfg Advisors, Llc | Phoenix | AZ | 04/2026 | Present |
| John Boothby | Phoenix | AZ | 01/2015 | Present |
1.) BOOTH BEE INVESTMENT CORPORATION - CFO - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - GILBERT, AZ - SINCE 03/2026 - NOT INVESTMENT RELATED 2.) JOHN BOOTHBY - INSURANCE AGENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 01/2015 - INVESTMENT RELATED 3.) PFG ADVISORS, LLC - VP OF RELATIONSHIP MANAGEMENT - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ - SINCE 04/2026 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-07 |
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