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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-11-02 |
| NJ | RA | APPROVED | 2018-11-02 |
Branch Locations
2799 Nw 2Nd Ave Suite 105, Boca Raton, FL 33431 • United States
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 |
|---|---|---|---|---|
| Signator Investors Inc | Livingston | NJ | 01/2008 | 11/2018 |
| John Hancock Life Insurance | New York | NY | 02/2007 | 11/2018 |
| Royal Alliance Associates, Inc. | Boca Raton | FL | 11/2018 | Present |
1)CLIENT FOCUSED ADVISORS POSITION: President NATURE: Sole Member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/29/2013 ADDRESS: 2799 NW 2nd Ave, Suite 105, Boca Raton FL 33431, United States DESCRIPTION: Client Focused Advisors is the DBA under the way I market my investment and security business 4)INSURANCE BROKER POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2015 ADDRESS: 2799 NW 2nd Ave, Suite 105, Boca Raton FL 33431, United States DESCRIPTION: Insurance broker for Life insurance, Fixed Annuities, LTC, DI, Health Care and Group Benefits 5)OWWLL POSITION: Founder/CEO NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2020 ADDRESS: 2799 NW 2nd Avenue, Suite 105, Boca Raton FL 33431, United States DESCRIPTION: App Development Project 6)PODCAST - THE SHRIMP TANK POSITION: Show Host NATURE: 2799 W & K LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/02/2018 ADDRESS: 2799 NW 2nd ave, Suite 105, Boca Raton FL 33431, United States DESCRIPTION: Hosting a podcast & asking questions to the entrepreneurs about how they became successful 7)2799 W & K LLC POSITION: Managing Member NATURE: 2799 W & K LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2021 ADDRESS: 2799 NW 2nd Ave, Suite 105, Boca Raton FL 33431, United States DESCRIPTION: 2799 W & K LLC owns The Shrimp Tank podcast in Boca Raton 8)OWWLL POSITION: CEO NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 4 START DATE: 05/18/2022 ADDRESS: 2799 NW 2nd Ave, Suite 105, Boca Raton FL 33431, United States DESCRIPTION: Refer to letter
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-20 |
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