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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-04 |
| OH | RA | APPROVED | 2024-03-04 |
| FL | RA | APPROVED | 2023-10-16 |
| TX | RA | APPROVED_RES | 2023-07-27 |
| CA | RA | APPROVED | 2017-11-01 |
Branch Locations
19782 Macarthur Blvd Suite 270, Irvine, CA 92612 • 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 |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Newport Beach | CA | 09/2002 | 08/2023 |
| Lifeplans Financial And Insurance Services Inc. | Newport Beach | CA | 08/2002 | Present |
| Osaic Wealth Inc | Newport Beach | CA | 08/2023 | Present |
1. LIFEPLANS FINANCIAL AND INSURANCES SERVICES INC. POSITION: President NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 5 START DATE: 09/30/2002 ADDRESS: 19782 MACARTHUR BLVD, suite 270, IRVINE CA 92612, United States DESCRIPTION: Help to oversee the day to day operations of Lifeplans Financial and Insurance Services Inc. Assist reps and their clients with "fixed" insurance needs. 2. JEFFREY BOGDAN POSITION: agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 08/31/2000 ADDRESS: 19782 MACARTHUR BLVD, suite 270, IRVINE CA 92612, United States DESCRIPTION: sales of fixed life insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-25 |
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