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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED_RES | 2018-11-02 |
| CA | RA | APPROVED | 2001-01-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Butler, Bertolina & Eppey, Inc. | Upland | CA | 03/1999 | Present |
| Royal Alliance Associates, Inc. | Upland | CA | 03/1999 | Present |
1. KENSIE LLC POSITION: President NATURE: Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 22954 El toro Road, Lake Forest CA 92630, United States DESCRIPTION: Tax Planning 2. DAVID EPPEY POSITION: Other - Agent NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1999 ADDRESS: 22954 El Toro Rd, Lake Forest CA 92630, United States DESCRIPTION: Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-12 |
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