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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Phoenix | AZ | 04/2014 | 09/2016 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 04/2014 | 09/2016 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2017 | 09/2024 |
| Unemployed | Cave Creek | AZ | 10/2016 | 02/2017 |
| Osaic Wealth Inc | Tempe | AZ | 12/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
1.) PFG ADVISORS, LLC - DIRECTOR OF WEALTH MGMT - DBA NAME FOR MARKETING PURPOSES ONLY - TEMPE, AZ - SINCE 12/20124 - INVESTMENT RELATED 2.) TRUWEST WEALTH MANAGEMENT SERVICES - DIRECTOR OF WEALTH MANAGEMENT - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 12/2002 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-17 |
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