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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-16 |
Branch Locations
1200 W. Thatcher Blvd., Safford, AZ 85546 • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thatcher Schools | Thatcher | AZ | 08/2005 | 05/2018 |
| Town Of Pima | Pima | AZ | 05/2016 | 08/2019 |
| Arizona State University | Tempe | AZ | 08/2018 | 05/2021 |
| Arizona State University | Tempe | AZ | 08/2018 | 12/2018 |
| Downeast Basics | Mesa | AZ | 01/2019 | 04/2019 |
| All Around Math | Tempe | AZ | 08/2019 | 12/2020 |
| Lifetime Fitness | Tempe | AZ | 08/2019 | 11/2019 |
| Family Medical Center | Safford | AZ | 12/2019 | 11/2020 |
| Sorensen Financial | Safford | AZ | 11/2020 | Present |
| Scf Investment Advisors, Inc | Fresno | CA | 01/2022 | Present |
| Ash Creek Financial Advisors Llc | Safford | AZ | 01/2022 | 08/2024 |
| United Advisor Group | Safford | AZ | 09/2024 | Present |
| Insight Wealth Management | Safford | AZ | 09/2024 | Present |
INSIGHT WEALTH MANAGEMENT - INVESTMENT RELATED - 1200 W THATCHER BLVD, SAFFORD AZ 85546 - DBA - INVESTMENT ADVISOR - START 09/2024 - 80 HOURS/MONTH DURING TRADING HOURS - HELP CLIENTS REACH THEIR FINANCIAL GOALS; SORENSEN FINANCIAL PLLC - NON INVESTMENT RELATED - SAME ADDRESS - ACCOUNTING / TAX PREP - EMPLOYEE - START 11/2020 - 80 HOURS/MONTH DURING TRADING HOURS - TAX PREP, BOOKKEEPING SERVICES FOR CLIENTS, PAYROLL PROCESSING FOR CLIENTS; ASH BROKERAGE - NON INVESTMENT RELATED - SAME ADDRESS - INDEPENDENT INSURANCE AGENT / AGENCY - AGENT - START 07/27/2023 - 3 HOURS/MONTH DURING TRADING HOURS - OFFER CLIENTS ADDITIONAL INSURANCE PRODUCTS BASED ON THEIR NEEDS AND SUITABILITY. THIS WILL BE AN ADDITIONAL TOOL WHEN HELPING CREATE A COMPREHENSIVE FINANCIAL PLAN;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-29 |
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