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7225 N. Oracle Road, #207, Tucson, AZ 85704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-05-19 |
| AZ | RA | APPROVED | 2013-03-26 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Sales | Tucson | AZ | 03/2004 | Present |
| Insurance-Non Variable | Tucson | AZ | 11/2010 | Present |
| Joe Wright Investments | Tucson | AZ | 01/2013 | Present |
INSURANCE-NON VARIABLE - TUCSON, AZ. INSURANCE SALES STARTED 11/30/2010. 1 HOURS WEEKLY, 1 DURING TRADING HOURS. JOE'S EARLIER LIFE CONCIERGE, LLC; NON-INVESTMENT RELATED; OWNER; START DATE: JANUARY 2025; SPENDS APPROX 40 HRS/MTH WITH SOME DURING TRADING; CONCIERGE SERVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-10-26 |
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