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Interactive Financial Advisors CRD 125117
$240M regulatory AUM 20 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2010-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interactive Financial Advisors | Chandler | AZ | 03/2010 | Present |
| San Marcos Insurance Group | Chandler | AZ | 01/2010 | Present |
1) SAN MARCOS INSURANCE GROUP - OWNER, INSURANCE AGENT, 584 W CHANDLER BLVD. CHANDLER AZ 85225 NON INVESTMENT, INSURANCE MARKETING AND SALES 35 HOURS PER WEEK 1/2010 - PRESENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-04-29 |
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