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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-22 |
Branch Locations
3200 N. Central Ave. Ste 200, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Denver | CO | 12/2010 | 12/2018 |
| Sage Point Financial | Phoenix | AZ | 12/2018 | 01/2022 |
| United Planners Financial Services | Scottsdale | AZ | 01/2022 | 06/2026 |
| Pfg Advisors, Llc | Phoenix | AZ | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-18 |
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