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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-19 |
| NC | RA | APPROVED | 2018-12-03 |
| NV | RA | APPROVED | 2018-03-22 |
| CA | RA | APPROVED | 2014-12-05 |
Branch Locations
2629 Townsgate Rd Suite 245, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Thousand Oaks | CA | 03/2008 | 08/2023 |
| Royal Alliance Associates, Inc. | Thousand Oaks | CA | 02/2018 | 08/2023 |
| Wealthcare Alliance | Thousand Oaks | CA | 06/2008 | 02/2018 |
| Osaic Wealth, Inc | Thousand Oaks | CA | 08/2023 | Present |
| Osaic Wealth, Inc | Thousand Oaks | CA | 08/2023 | Present |
1. JOHN ANDERSEN POSITION: Other-Producer NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITY TRADING HOURS: 5 START DATE: 05/13/2011 ADDRESS: 3904 Calle Loma Vista, Newbury Park, CA 91320 DESCRIPTION: Present insurance products (features, benefits, risks, costs, etc) to clients and prospects and, as suitable, sell product to client. 2.JOHN ANDERSEN FINANCIAL POSITION: Owner; Financial Advisor NATURE: Sole Proprietorship. DBA "John Andersen Financial" under which I conduct my financial services business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2025 ADDRESS: 2629 Townsgate Rd, Suite 245, Westlake Village CA 91361, United States DESCRIPTION: Provide financial planning and investment advisory, and registered representative services to individuals and businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-02 |
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