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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-09 |
| CO | RA | APPROVED | 2011-03-15 |
Branch Locations
7674 Grandview Avenue Suite 200, Arvada, CO 80002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | New York | NY | 03/2011 | 06/2023 |
| Personal Benefit Services Wealth Management | Arvada | CO | 03/2011 | Present |
| Osaic Wealth, Inc. | Arvada | CO | 06/2023 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) MRF WEALTH MANAGEMENT, INC POSITION: Owner/President NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 7674 Grandview Ave, Ste 200, Arvada CO 80002, United States DESCRIPTION: MRF Wealth Management Inc is the new structure I am using for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-19 |
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