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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-17 |
| TX | RA | APPROVED_RES | 2024-09-11 |
| RI | RA | APPROVED | 2018-11-02 |
Branch Locations
221 Third St, Suite 508 Admiral's Gate, Newport, RI 02840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors Inc | Newport | RI | 05/2009 | 11/2018 |
| Royal Alliance Associates, Inc. | Newport | RI | 11/2018 | 06/2023 |
| Osaic Wealth, Inc. | Newport | RI | 06/2023 | Present |
1. CALKINS WEALTH STRATEGIES POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/09/2009 ADDRESS: 11 Waites Wharf, Newport, RI 02840 DESCRIPTION: Insurance Sales, LVH 2. CALKINS WEALTH STRATEGIES POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/09/2009 ADDRESS: 221 THIRD ST, SUITE 508, Admiral's Gate Tower, Newport RI 02840, United States DESCRIPTION: Insurance Sales, LVH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-06 |
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