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10001 W. Bell Road Suite 148, Sun City, AZ 85351 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2018-05-23 |
| CA | RA | APPROVED | 2018-04-20 |
| AZ | RA | APPROVED | 2018-03-05 |
Branch Locations
10001 W. Bell Road Suite 148, Sun City, AZ 85351 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Managed Assets | Newport Beach | CA | 03/1997 | 11/2017 |
| Financial Security Group Of Az, Inc. | Sun City | AZ | 09/2015 | Present |
| Onpointe Advisory And Financial Services Llc | Petaluma | CA | 11/2016 | 01/2017 |
| Fsg Financial Services, Inc. | Sun City | AZ | 02/2018 | Present |
| Client One Securities Llc | Peoria | AZ | 05/2017 | 12/2017 |
Financial Security Group of AZ, Inc.; Insurance agent; selling fixed and index annuities; 05/2015; Approximately 50% of his time is spent in this capacity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2016-01-28 |
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