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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-12-18 |
Branch Locations
3225 Shallowford Road, Bldg 100 100D, Marietta, GA 30062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Locorr Distributors | Excelsior | MN | 03/2014 | 10/2019 |
| Royal Alliance Associates, Inc. | Marietta | GA | 10/2019 | Present |
1) CW WEALTH MANAGEMENT, LLC POSITION: President / Wealth Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 02/23/2020 ADDRESS: 3225 Shallowford Road, Building 100, Suite 120, Marietta GA 30062, United States DESCRIPTION: Take care of administrative duties with the operation of CW Wealth Management, LLC and use if for fixed insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-05 |
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