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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-10 |
| GA | RA | APPROVED | 2021-06-29 |
| VA | RA | APPROVED | 2018-11-02 |
Branch Locations
2847 Penn Forest Boulevard Suite 100, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Roanoke | VA | 05/2009 | Present |
| Sii | Roanoke | VA | 06/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Roanoke | VA | 11/2018 | 06/2023 |
| Osaic Wealth, Inc | Roanoke | VA | 06/2023 | Present |
1. VALLEY FINANCIAL SOLUTIONS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/30/2016 ADDRESS: 2847 Penn Forest Blvd, Suite 100, Roanoke VA 24018, United States DESCRIPTION: Financial Advisor 2. PONDEROSA HUNT CLUB POSITION: Owner NATURE: Sole INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2001 ADDRESS: 175 Stoneledge Drive, Roanoke VA 24019, United States DESCRIPTION: I collect the fee for the annual hunt club lease. 3. ROBERT COX POSITION: Insurance Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2021 ADDRESS: 2847 Penn Forest Blvd., Suite 100, Roanoke VA 24018, United States DESCRIPTION: Fixed Insurance Brokerage
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-11 |
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