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9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-08-15 |
Branch Locations
333 Perry Street Suite 204, Castle Rock, CO 80104 • United States
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments Inc | Peoria | AZ | 08/2009 | 08/2017 |
| Clarus Wealth Advisors, Llc | Peoria | AZ | 08/2017 | Present |
| Private Client Services | Castle Rock | CO | 10/2023 | Present |
1) ASH - Bell & Associates. 14425 N 7th St, Suite 101, Phoenix, AZ 85022. Agent of Insurance. Agent. 2) Clarus Wealth at Plum Creek. 419 Jerry St, Castle Rock, CO 80104. DBA. 3) Plum Creek Planning. 419 Jerry St, Castle Rock, CO 80104. DBA. 4) Clarus Wealth Advisors LLC. 9125 W Thunderbird Rd, Suite 100, Peoria, AZ 85381. RIA. 160 hrs/mo; 160 during trading hrs. 5) Nationwide Life and Annuity Insurance Company. One Nationwide Plaza, Columbus, OH 43215. Life and Annuity Insurance Company. Independent Agent. 1 hr/mo; 1 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-01-19 |
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