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4140 E Baseline Rd Suite 101, Mesa, AZ 85206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-02-22 |
Branch Locations
4140 E Baseline Rd Suite 101, Mesa, AZ 85206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omni Investment Solutions Llc | Mesa | AZ | 11/2023 | Present |
| Omni Investment Solutions Llc | Mesa | AZ | 01/2024 | Present |
| Guaranty Retirement Solutions Llc | Mesa | AZ | 01/2024 | Present |
| It Solutions International Dba Cmit Solutions Of Biltmore | Phoenix | AZ | 01/2019 | Present |
| Allstate Insurance | Phoenix | AZ | 09/2019 | Present |
| Wells Fargo Bank | Chandler | AZ | 11/1995 | 09/2019 |
Guaranty Retirement Solutions LLC; Mesa, AZ; Investment Related; Insurance Agent; Started 01/2024; 0 hours spent per month on this activity. Mr. Paskel does not intend to offer Clients any insurance products. IT Solutions International dba CMIT Solutions; Phoenix, AZ; Not Investment Related; President/Founder; Started 01/2019; Approximately 20 hours spent per month; 0 hours spent per month during securities trading hours; provide technology support services. Allstate; Phoenix, AZ; Not Investment Related; Senior Manager; Started 09/2019; Approximately 160 hours spent per month; 0 hours are spent per month during securities trading hours; Operations leadership for call center.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-05 |
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