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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
128 S. Main Street, Monticello, IN 47960 • United States
1228 West 8Th, Anderson, IN 46016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anderson Wealth Management | Monticello | IN | 10/1995 | Present |
| Fixed Insurance Sales | Monticello | IN | 12/2014 | Present |
| Signator Investors, Inc. | Monticello | IN | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Monticello | IN | 11/2018 | Present |
1. FIXED INSURANCE SALES POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 12/01/2014 ADDRESS: 128 S Main St, Monticello IN 47960, United States DESCRIPTION: Sell fixed annuities as needed 2. ANDERSON WEALTH MANAGEMENT POSITION: Registered Admin NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/1995 ADDRESS: 128 S MAIN ST MONTICELLO, Monticello IN 47960, United States DESCRIPTION: Open and close office. Answer phones.Open and process mail. Make client appointments.Hold client appointments. Write and process business. Filing. 3. NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/19/2008 ADDRESS: 128 S Main St, Monticello IN 47960, United States DESCRIPTION: Notarize documents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-27 |
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