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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-14 |
| AZ | RA | APPROVED | 2015-05-07 |
Branch Locations
2190 W. Elliot Road Suite 310, Tempe, AZ 85283 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mesa | AZ | 04/2015 | Present |
| Truwest Credit Union-Az | Mesa | AZ | 04/2015 | Present |
| Securities America Inc. | Austin | TX | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Mesa | AZ | 06/2024 | Present |
Name: PFG Advisors Position: Financial Advisor Nature: Advisory Business Investment Related: No Hours: 20 Securities Trading Hours: 80 Start Date: 04/22/2015 Address: 16150 N Arrowhead Fountain Center Drive, Suite 289, Peoria AZ 85382, United States Description: I am a financial advisor on the RIA platform Name: TruWest Credit Union Position: Financial Advisor Nature: I work at TruWest Credit Union Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 04/22/2015 Address: 6550 E Superstition Springs Blvd, Mesa AZ 85206, United States Description: I work at the Credit Union but do not sell CU products Name: TruWest Wealth Management Services Position: Sales Nature: I provide Insurance products such as Life Insurance, Disability Income, Variable Life and Long Term Care Investment Related: Yes Hours: 5 Securities Trading Hours: 0 Start Date: 10/15/2017 Address: 6550 E Superstition Springs Blvd, Mesa AZ 85206, United States Description: I sell Insurance products. Some products such as annuities as investment related. TruWest Wealth Management Services- DBA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2006-11-22 |
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