Brianna M Steffes

Current Employers

Employment History

• 09/2022 → 11/2024
  Pruco Securities Llc
  Scottsdale, AZ
• 05/2021 → 09/2022
  Directed Ira
  Phoenix, AZ
• 10/2016 → 03/2021
  Jetblue Airways
  Queens, NY
• 10/2019 → 05/2021
  Ski Pro
  Phoenix, AZ
• 08/2016 → 10/2016
  Unemployed
  Alta Loma, CA
• 02/2023 → 11/2024
  The Prudential Insurance Company Of America
  Scottsdale, AZ
• 11/2024 → 04/2025
  Lpl Enterprise, Llc
  Phoenix, AZ
• 04/2025 → 06/2025
  6|21 Private Wealth, Llc
  Tucson, AZ
• 06/2025 → Present
  Principal Life Insurance Co
  Glendale, AZ
• 06/2025 → Present
  Principal Securities Inc
  Glendale, AZ
• 07/2025 → Present
  Cruz Financial Group
  Glendale, AZ

Previous Registrations

• 2025-05-23 → 2025-06-19
  6|21 Private Wealth
  Tucson, AZ
  Glendale, AZ

Other Businesses

**FIXED INSURANCE / Cruz Financial Group (DBA) POSITION: Registered Representative NATURE: Life, disability, annuities, long-term care, health, Medicare supplements, group benefits INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2025 ADDRESS: 7856 N Glen Harbor Blvd., Glendale AZ 85307, United States DESCRIPTION: Life, disability, annuities, long-term care, health, Medicare supplements, group benefits. **AREA AGENCY ON AGING POSITION: Vice Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/13/2025 ADDRESS: 1366 E. Thomas Rd, STE 108, Phoenix AZ 85014, United States DESCRIPTION: To support the Chair - Stepping in when they're absent or unavailable to lead. A strategic partner to serve as a sounding board and advisor to the Chair and overall help ensure the board is fulfilling their fiduciary and legal responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-22
• S63 Uniform Securities Agent State Law Examination
  2022-12-19

Other Names

• Brianna M Patton
• Brianna M Steffes
• Brianna Steffes