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2500 S. Power Road Suite 111, Mesa, AZ 85209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2013-05-16 |
| TX | RA | APPROVED_RES | 2013-05-08 |
Branch Locations
2500 S. Power Road Suite 111, Mesa, AZ 85209 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Independent Insurance Sales | Gilbert | AZ | 01/1997 | Present |
| Precision Investments Inc. | Mesa | AZ | 03/2000 | 05/2026 |
| Overson & Rauguth & Assoc. Llc | Mesa | AZ | 02/2005 | Present |
| Immaculate Wealth Management, Llc | Mesa | AZ | 05/2013 | Present |
| Gradient Securities, Llc | Arden Hills | MN | 06/2013 | Present |
1) IMMACULATE WEALTH MANAGEMENT, LLC | INVESTMENT RELATED | 2500 S. POWER ROAD, SUITE 111, MESA, AZ 85209 | INVESTMENT ADVISORY SERVICES: MANAGING MEMBER & INVESTMENT ADVISOR REPRESENTATIVE| START 05/2013 | 175 HRS/MO; 130 HRS DURING SECURITIES TRADING HRS 2) IMMACULATE WEALTH MANAGEMENT, LLC | INVESTMENT RELATED | 2500 S. POWER ROAD, SUITE 111, MESA, AZ 85209 | INSURANCE AGENCY: OWNER & AGENT | START 05/2013 | 35 HRS/MO; 10 HRS DURING SECURITIES TRADING HRS 3) OVERSON & RAUGUTH, LLC | INVESTMENT RELATED | 2500 S. POWER ROAD, SUITE 111, MESA, AZ 85209 | REAL ESTATE RENTAL PROPERTY: MEMBER | START 01/2005 | 5 HRS/MO; 0 HRS DURING SECURITIES TRADING HRS 4) OUR LADY OF GUADALUPE CATHOLIC CHURCH | NOT INVESTMENT RELATED | 20615 E OCOTILLO RD, QUEEN CREEK, AZ 85142 | CHURCH BOARD MEMBER & FINANCE COUNCIL CHAIR: FINANCE & ACCOUNTING ADVISORY | START 01/1998 | 5 HRS/MO; 0 HRS DURING SECURITIES TRADING HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-20 |
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