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11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-25 |
Branch Locations
5001 Airport Plaza Drive Suite 220, Long Beach, CA 90815 • 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 |
|---|---|---|---|---|
| National Planning Corporation | Long Beach | CA | 06/1999 | 11/2017 |
| Lpl Financial Llc | Long Beach | CA | 11/2017 | 03/2022 |
| Royal Alliance Associates, Inc. | Long Beach | CA | 03/2022 | Present |
| Nwf Advisory Services Inc | Long Beach | CA | 03/2022 | Present |
1. 05/22/2019 - Bond Wealth Management - Investment related - At reported business location(s) - Non-Variable Insurance - start date:05/22/2019 - 2 hrs/mo - 2 hrs during trading. 2. ERIC BOND POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2015 ADDRESS: 5460 E EL Jardin, Long Beach CA 90815, United States DESCRIPTION: Collect rent and call contractors 3. ERIC BOND LANDLORD POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2015 ADDRESS: 5460 E EL Jardin, Long Beach CA 90815, United States DESCRIPTION: Collect rent and call contractors 4. BOND WEALTH MANAGEMENT POSITION: President NATURE: Sell Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/11/1997 ADDRESS: 5100 Airport Plaza Dr., Suite 220, Long Beach CA 90815, United States DESCRIPTION: I use GBS Insurance and Westland Financial for some of my life insurance sales. 5. NWF ADVISORY SERVICES INC. POSITION: Investment Advisory Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/25/2022 ADDRESS: 5001 Airport Plaza Dr, Suite 220, Long Beach CA 90815, United States DESCRIPTION: I advise clients on their investment portfolios and charge a fee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-28 |
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