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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-20 |
Branch Locations
20819 N Cave Creek Rd Ste D-103, Phoenix, AZ 85024 • 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 |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 10/2011 | 01/2020 |
| Bbva Securities Inc. | Scottsdale | AZ | 05/2013 | 01/2020 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 11/2011 | 01/2020 |
| The Leaders Group Inc | Littleton | CO | 08/2023 | 05/2024 |
| The Meredith Group Llc | Scottsdale | AZ | 05/2019 | 01/2021 |
| Tyrone Meredith Insurance | Scottsdale | AZ | 01/2021 | 01/2024 |
| Astin Mortgage | Phoenix | AZ | 03/2023 | 12/2023 |
| Farmers Financial Solutions | Phoenix | AZ | 02/2026 | Present |
| Farmers Insurance - Meredith Agency | Phoenix | AZ | 02/2026 | Present |
| Rocket Mortgage | Phoenix | AZ | 01/2024 | 02/2025 |
| Loan Depot | Phoenix | AZ | 02/2025 | 05/2025 |
| Farmers Insurance - Christian Krueger Agency | Mesa | AZ | 05/2025 | 02/2026 |
FARMERS INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2026 ADDRESS: Phoenix AZ 85024, United States DESCRIPTION: Licensed insurance agent appointed with various carriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-15 |
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