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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-10 |
| TX | RA | APPROVED | 2024-12-09 |
Branch Locations
2500 Quantum Lakes Drive Suite 203, Boynton Beach, FL 33426 • 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 |
|---|---|---|---|---|
| Investors Capital Corporation | Lynnfield | MA | 05/2006 | 10/2016 |
| M. Alan Financial | Boynton Beach | FL | 01/2007 | Present |
| Cetera Advisors Llc | Denver | CA | 10/2016 | 12/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | 12/2024 |
| Cetera Investment Advisers Llc | Boynton Beach | FL | 03/2024 | 12/2024 |
| Osaic Wealth, Inc. | Boynton Beach | FL | 11/2024 | Present |
1. M. ALAN FINANCIAL, INC. POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 24 START DATE: 08/01/2005 ADDRESS: 2500 Quantum Lakes Drive, Suite 203, Boynton Beach, FL 33426 DESCRIPTION: Fixed Insurance Agent- Sales of Life Insurance, Fixed Annuities and Long Term Care. 2. M. ALAN FINANCIAL, INC. POSITION: President NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2007 ADDRESS: 2500 Quantum Lakes Drive, Suite 203, Boynton Beach, FL 33426 DESCRIPTION: Tax Preparation Services for individuals and small businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-03 |
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