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2500 South Power Road Suite 111, Mesa, AZ 85209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2013-01-01 |
Branch Locations
2500 South Power Road Suite 111, Mesa, AZ 85209 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Overson Advisory Group Llc | Mesa | AZ | 09/2012 | Present |
| Overson Tax Advisory, Inc. | Mesa | AZ | 04/2005 | Present |
| Overson Rauguth Llc | Mesa | AZ | 02/2005 | Present |
OVERSON TAX ADVISORY, INC.; INVESTMENT RELATED; MESA, AZ; INSURANCE PRODUCTS SALES AND SERVICES AND TAX PREPARATION; PRESIDENT/INSURANCE AGENT; MAY 2005; APPROXIMATELY 50% OF TIME SPENT ON THIS ACTIVITY. OVERSON RAUGUTH LLC; NON-INVESTMENT RELATED; OWNERSHIP OF OFFICE BUILING; MESA, AZ; START DATE 02/2005
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-20 |
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