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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
Branch Locations
Scottsdale, AZ • United States
Lakeland, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Lakeland | FL | 01/2022 | 07/2026 |
| Primerica Financial Services | Lakeland | FL | 05/2019 | 07/2026 |
| Geico | Lakeland | FL | 05/2016 | 11/2021 |
| Pinnacle Life Group Llc | Doral | FL | 07/2026 | 08/2026 |
| Iliad Wealth Solutions | Scottsdale | AZ | 08/2026 | Present |
| National Brokers Group | Munster | IN | 07/2026 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-18 |
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