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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-03-31 |
Branch Locations
4737 Stonehedge Drive, Santa Rosa, CA 95405 • United States
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovative Retirement Advisors, Llc | Santa Rosa | CA | 10/2005 | 12/2016 |
| Trek Financial | Santa Rosa | CA | 03/2016 | Present |
| World Equity Group | Santa Rosa | CA | 03/2016 | 08/2017 |
1)INNOVATIVE RETIREMENT & INSURANCE SERVICES, INC, 4737 STONEHEDGE DRIVE, SANTA ROSA, CA 95405 CATEGORY: INSURANCE INVESTMENT-RELATED: NO TITLE: AGENT DUTIES: OFFERS LIFE INSURANCE, DISABILITY INCOME INSURANCE, HEALTH, HEALTH SAVINGS ACCOUNTS, DENTAL, LONG TERM CARE, FIXED ANNUITY, INDEXED ANNUITY FOR INDIVIDUALS; ALONG WITH GROUP LIFE, DISABILITY, HEALTH, HSA, DENTAL, LONG TERM CARE INSURANCE. START DATE: 4/15/1974 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 2. OBA: THE RETIREMENT GROUP 3. THE RETIREMENT GROUP, LLC IAR 5% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-05-26 |
| S65 | Uniform Investment Adviser Law Examination | 2006-02-10 |
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