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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2009-02-18 |
| TX | RA | APPROVED | 2007-02-14 |
Branch Locations
8518 Line Avenue Suite 103, Shreveport, LA 71106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Marshall | TX | 08/2002 | Present |
1. JANICE WATT, NOT INVESTMENT RELATED, 5006 E END BLVD. S, MARSHALL TEXAS 75672. OWNER, SINCE 9-2004, 80 HRS/MTH, 50% DST. CPA, TAX SERVICES, BOOK KEEPING AND/OR ACCOUNTING SERVICES - PROVIDE BOOKKEEPING, PAYROLL SERVICES, TAX SERVICES AND COMPILATIONS SERVICES FOR ACCOUNTING CLIENTS. 2. ROYAL ALLIANCE, YES, 5006 E. END BLVD, MARSHALL, TX 75672 AND 8518 LINE AVE, SUITE 103, SHREVEPORT, LA 71106, IAR, 02/2010, 30, 2, INVESTMENT ADVISORY SERVICES 3.JFW FINANCIAL SERVICES LLC POSITION: Owner - NATURE: Single member LLC taxed as S-corp. LLC is used for tax purposes only - INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2010 ADDRESS: 8518 Line Ave, Ste 103, Shreveport LA 71106, United States DESCRIPTION: provide bookkeeping, payroll services, tax services and compilations services for accounting clients. 4. GENERATIONAL FINANCIAL ADVISORS POSITION: Partner NATURE: LLC - the name above is a DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 01/01/2014 ADDRESS: 8518 Line Ave, Suite 103, Shreveport LA 71106, United States DESCRIPTION: registered rep with Series 7 and insurance licensing -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-04 |
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