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5141 North 40Th Street Ste 400, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-29 |
| TX | RA | APPROVED_RES | 2026-06-29 |
Branch Locations
5141 North 40Th Street Ste 400, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Tuscon | AZ | 10/2005 | 10/2020 |
| Cambridge Investment Research Inc. | Phoenix | AZ | 10/2020 | 06/2026 |
| Cambridge Investment Research Advisors, Inc. | Phoenix | AZ | 01/2024 | 06/2026 |
| Alphatrust Advisory Group, Llc D/B/A Alphatrust Advisors | Phoenix | AZ | 06/2026 | Present |
1) AlphaTrust Insurance Services, LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month. 2) AlphaTrust Tax Services, LLC; Not investment-related; Same address; Chief Compliance Officer; Tax and accounting services; Approx. 10% of time during the month. 3) AlphaTrust Billing, LLC; Not investment-related; Same address; Billing and administrative services; Chief Compliance Officer; Oversight of billing operations, financial administration; Less than 5% of time during the month. 4) AlphaTrust Management, LLC; Not investment-related; Same address; Management and administrative services company; Chief Compliance Officer; Executive oversight, financial management; Less than 5% of time during the month. 5) Notary Public; Not investment-related; Same address; Notary services; Notarize documents as needed; less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-21 |
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