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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-17 |
Branch Locations
5890 Silver Creek Valley Road, San Jose, CA 95138 • 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 |
|---|---|---|---|---|
| Cuso Financial Services, L.P. | San Diego | CA | 11/2001 | 11/2025 |
| Commonwealth Central Cu | San Jose | CA | 11/2001 | Present |
| Osaic Wealth Inc | Scottsdale | AZ | 03/2025 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Brian Y Horiuchi | San Jose | CA | 10/1987 | Present |
| Pfg Advisors Llc | San Jose | CA | 03/2025 | Present |
1.) BEN AND MARGE HORIUCHI FAMILY TRUST - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - SAN JOSE, CA - SINCE 03/2023 - NOT INVESTMENT RELATED 2.) COMMONWEALTH CENTRAL CREDIT UNION - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - SAN JOSE, CA - SINCE 11/2001 - INVESTMENT RELATED 3.) BRIAN Y HORIUCHI - INSURANCE AGENT - NON-VARIABLE INSURANCE - SAN JOSE, CA - SINCE 10/1987 - INVESTMENT RELATED 4.) PFG ADVISORS LLC - IAR - REGISTERED INVESTMENT ADVISOR - SAN JOSE, CA - SINCE 03/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-29 |
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