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14155 N. 83 Ave #144, Peoria, AZ 85381 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2018 | 09/2020 |
| Blue Phoenix Mechanical | Chandler | AZ | 06/2017 | 01/2018 |
| Arizona Sports Medicine Center | Mesa | AZ | 08/2015 | 06/2017 |
| Arizona State University | Mesa | AZ | 08/2017 | 05/2019 |
| Annexus Securities | Scottsdale | AZ | 09/2020 | 11/2025 |
| Annexus | Scottsdale | AZ | 09/2020 | 11/2025 |
| Kingdom Financial Group, Llc | Peoria | AZ | 12/2025 | Present |
| Fullerton Financial Planning | Peoria | AZ | 12/2025 | Present |
The Adams Agency, not investment-related, 3851 E Main St., Mesa, AZ 85205, Property & Casualty Insurance for mobile homes, homes, auto, and business, Board of Director's Member, 1/2025, 3 Hours per month during trading hours, Sit on the Board of Director's to provide general oversight of the company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-23 |
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