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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-25 |
Branch Locations
7227 N 16Th Street, Ste 230, Phoenix, AZ 85020 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 01/2017 | 04/2018 |
| Legacy Advisors Group, Llc | Scottsdale | AZ | 05/2016 | Present |
| Danovich Financial And Tax Services, Pllc | Phoenix | AZ | 10/2016 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 03/2020 | 02/2024 |
| 4Arete Alliance Llc | Scottsdale | AZ | 09/2018 | Present |
| Byzantine Catholic Eparchy Of Phoenix | Phoenix | AZ | 12/2018 | 02/2020 |
| Advisory Services Network | Phoenix | AZ | 03/2024 | Present |
1. Danovich Financial & Tax Services, PLLC a. Not investment-related b. Address: 7227 N. 16th Street, STE 230, Phoenix, AZ 85020 c. Nature: Tax-preparation and accounting d. Position: Accounting Associate e. Start Date: 10/2016 f. Duties: tax preparation, accounting, bookkeeping (80 hrs/month devoted to business, 80 hrs/month during trading hours) 2. Legacy Advisors Group, LLC a. Not investment-related b. Address: 1654 E Jacinto Ave, Mesa, AZ 85204 c. Nature: Medicare-related insurance d. Position: Co-owner e. Start Date: 05/2016 f. Duties: administrative duties (0 hrs/month devoted to business, 0 hrs/month during trading hours) 3. 4Arete Alliance LLC a. Not investment related b. 1654 E Jacinto Ave, Mesa, AZ 85204 c. non-operational LLC d. Managing member e. Start date: 09/2018 f. Duties: administrative duties (0 hrs/month devoted to business, 0 hrs/month during trading hours) 4. Airogin, Inc. a. Not investment related b. 1654 E Jacinto Ave, Mesa, AZ 85204 c. air filtration technology start up d. Secretary e. Start date: 09/2024 f. Duties: general administrative duties/recordkeeping and general business advice (10 hrs/month devoted to business, 0 hrs/month during trading hours)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-15 |
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