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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-05-27 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
16150 N Arrowhead Fountain Center Dr Suite 200, Peoria, AZ 85382 • United States
16435 N Scottsdale Rd Suite 175, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Engines Advisors L.L.C. | Phoenix | AZ | 09/2017 | 05/2019 |
| American Express | Phoenix | AZ | 01/2015 | 09/2017 |
| Axa Advisors, Llc | Scottsdale | AZ | 05/2019 | 01/2020 |
| Kingdom Financial Group | Peoria | AZ | 01/2020 | 05/2022 |
| Foundations Investment Advisors, Llc | Surprise | AZ | 05/2022 | 07/2022 |
| Asset Preservation Tax & Retirement Services | Surprise | AZ | 05/2022 | Present |
| Asset Preservation Wealth & Tax | Surprise | AZ | 07/2022 | Present |
1.) 05/11/2022 - Asset Preservation Tax & Retirement Services - - Investment Related - Insurance, Tax Retirement and Financial Planning Services -
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-04-27 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-02 |
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