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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-11-23 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Hendersonville | NC | 05/2009 | 09/2016 |
| Royal Alliance | Hendersonville | NC | 09/2016 | Present |
1) CLEAR PICTURE RETIREMENT PLANS POSITION: President NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/21/2016 ADDRESS: 603 5th Ave W, Hendersonville NC 28739, United States DESCRIPTION: Act as agent of various insurance companies to sell fixed annuities. 2) BARRY MACDONALD POSITION: Host NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2020 ADDRESS: 3205 Old CCC Rd, Hendersonville NC 28739, United States DESCRIPTION: Manage bookings. 3) BARRY MACDONALD POSITION: Host NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2020 ADDRESS: 3205 Old CCC Rd, Hendersonville NC 28739, United States DESCRIPTION: Manage bookings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-27 |
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