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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-03-22 |
| TX | RA | APPROVED_RES | 2024-03-13 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Peoria, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Security Group Of Az, Inc | Sun City | AZ | 01/2016 | 01/2022 |
| Client One Securities Llc | Peoria | AZ | 05/2017 | 12/2017 |
| Fsg Financial Services, Inc. | Sun City | AZ | 02/2018 | 01/2022 |
| Client One | Peoria | AZ | 01/2022 | 03/2024 |
| Integrity Advisory Solutions | Peoria | AZ | 03/2024 | Present |
1. SJP Financial Services, LLC; Investment related; 26370 N 98th Ave Peoria, AZ 85383; Insurance product sales; Owner; 01/01/2022; 120 hours per month; 120 hours during trading hours; Fixed index annuity sales and life insurance sales. 2. FedSmart Retirement; Investment related; 23131 N Lake Pleasant Pkwy #118 Peoria, AZ 85383; Insurance product sales and education; Co-Owner; 01/01/2022; 100 hours per month; 100 hours during trading hours; Life insurance and annuity sales. Education of federal employees on their benefits and retirement planning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-16 |
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