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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Cornelius | NC | 07/2002 | 08/2023 |
| William G. Dagit Cpa | Cornelius | NC | 10/2000 | Present |
| Lakeside Financial Services, Llc | Cornelius | NC | 10/2001 | Present |
| Osaic Wealth, Inc | Cornelius | NC | 08/2023 | Present |
1. LAKESIDE FINANCIAL SERVICES, LLC POSITION: Managing Member NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 02/01/2000 ADDRESS: 18127 W. Catawba Avenue, Cornelius NC 28031, United States DESCRIPTION: Registered Representative advising Clients on investment options including security purchases. 2. WILLIAM G. DAGIT, CPA POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/1990 ADDRESS: 18127 W. Catawba Avenue Cornelius, NC. 28031, Cornelius NC 28031, United States DESCRIPTION: Tax consultation, planning and preparation of income tax returns. 3. WILLIAM AND LINDA DAGIT POSITION: Owner - NATURE: Other - Schedule E on Personal income tax return INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2000 ADDRESS: 18107 Watercraft Place Cornelius, NC 28031, Cornelius NC 28031, United States DESCRIPTION: Collect Rents, pay bills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-12 |
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