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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Monticello | IN | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Monticello | IN | 11/2018 | Present |
1) INSURANCE BROKER POSITION: Insuarnce Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/02/2018 ADDRESS: 128 S Main, Monticello IN 47960, United States DESCRIPTION: Life, Annuities, LTC, DI 2) ANDERSON WEALTH MANAGEMENT POSITION: Investment Advisor Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2014 ADDRESS: 128 S Main St, Monticello IN 47960, United States DESCRIPTION: Sales/Marketing of securities, investment advisory, and insurance products. Handle client meetings, placing trades, doing IAR reviews, scheduling meetings, all related paperwork.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-10 |
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