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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 10/2022 | 06/2024 |
| First Service Credit Union | Houston | TX | 10/2022 | 06/2024 |
| First Service Credit Union | Houston | TX | 06/2021 | 10/2022 |
| First Service Credit Union | Houston | TX | 11/2020 | 06/2021 |
| Marshalls | Houston | TX | 10/2017 | 08/2022 |
| Texas A&M University - Corpus Christi | Corpus Christi | TX | 08/2016 | 05/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2024 | 04/2025 |
| First Service Credit Union | Houston | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Houston | TX | 04/2025 | 11/2025 |
| Pfg Advisors Llc | Phoenix | AZ | 04/2025 | Present |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Insurance | Houston | TX | 04/2025 | Present |
1.) PFG ADVISOR - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - HOUSTON, TX - SINCE 04/2025 - INVESTMENT RELATED 2.) FIRST SERVICE CREDIT UNION - FINANCIAL ADVISOR/INVESTMENT CENTER COORDINATOR - REGISTERED INVESTMENT ADVISOR - HOUSTON, TX - SINCE 10/2022 - INVESTMENT RELATED 3.) PATRICK MERAZ - INSURANCE BROKER - NON-VARIABLE INSURANCE - HOUSTON, TX - SINCE 04/2025 - INVESTMENT RELATED 4.) FIRST SERVICE WEALTH MANAGEMENT - PROGRAM COORDINATOR - DBA NAME FOR MARKETING PURPOSES ONLY - HOUSTON, TX - SINCE 10/2022 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-13 |
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