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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-03-04 |
Branch Locations
3333 Evergreen Drive N.E. Suite 200, Grand Rapids, MI 49525 • 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 |
|---|---|---|---|---|
| Sii/John Hancock Financial Services,Inc. | Boston | MA | 01/1999 | 11/2018 |
| Royal Alliance Associates, Inc. | Grand Rapids | MI | 11/2018 | Present |
1. COOPERSVILLE SCHOOL BOARD TRUSTEE POSITION: Trustee NATURE: school board INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 198 East St, Coopersville MI 49404, United States DESCRIPTION: serve on the school board 2. INSURANCE BROKER-ALL LINES POSITION: Agent NATURE: none of the above. I am an individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2001 ADDRESS: 3333 Evergreen NE Ste 200, Grand Rapids MI 49525, United States DESCRIPTION: Property & Casualty, Life, Health, DI, LTC 3. VPFG POSITION: Chief Compliance Officer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2009 ADDRESS: 3333 Evergreen NE, Ste 200, Grand Rapids MI 49525, United States DESCRIPTION: Chief Compliance Officer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-18 |
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