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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-03-27 |
| WA | RA | APPROVED | 2023-03-22 |
| AR | RA | APPROVED | 2022-09-08 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
2907 E Joyce Blvd. Suite 2A, Fayetteville, AR 72703 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Strategies Group Llc | Fayetteville | AR | 04/2012 | Present |
| Krueger & Catalano Capital Partners Llc | Houston | TX | 06/2020 | 02/2022 |
| Simplicity Wealth | Fayetteville | AR | 02/2022 | Present |
Retirement Strategies Group LLC; Investment related: No; 2907 E Joyce Blvd. Fayetteville, Arkansas 72703; Insurance Sales; Pres/CEO; January 2013; Approximate Hours per month: 80Hrs; Number of Hours during trading Hours: 40Hrs per month; Life Insurance & Annuity Sales; Duties: Prospecting & talking with potential clients for the sale of annuities for retirement income and some life insurance. Alan Dean Cantrell; Investment related: No; 2907 E Joyce Blvd. Fayetteville, Arkansas 72703; Insurance Agent; Pres/CEO; January 2013; Approximate Hours per month: 80Hrs; Number of Hours during trading Hours: 40Hrs per month; Life Insurance & Annuity Sales; Duties: Prospecting & talking with potential clients for the sale of annuities for retirement income and some life insurance. Precision Golf Strategies, LLC , Investment Related, No; 22541 W War Eagle Rd. STE A Springdale, AR 72764, 11/15/2024, Manager, Number of Hours during trading Hours: 40Hrs per month 0, Approximate Hours per month: 5-10 just on weekends ; It is a Golf Simulator that I have built to help people with their golf game on weekends and possibly during the week after I retire.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-16 |
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