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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-22 |
| IL | RA | APPROVED | 2018-11-02 |
Branch Locations
3701 West Algonquin Road #245, Rolling Meadows, IL 60008 • 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 | Rosemont | IL | 05/2008 | 11/2018 |
| Osaic Wealth, Inc. | Rosemont | IL | 11/2018 | Present |
1) DYNASTY RETIREMENT AND FINANCIAL SERVICES POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/09/2018 ADDRESS: 3701 Algonquin Road, Suite 245, Rolling Meadows IL 60008, United States DESCRIPTION: LLC is owned by Nirdesh Patel. He has given me permission to use this DBA name for all Royal Alliance business 2) DYNASTY RETIREMENT AND FINANCIAL SERVICES POSITION: agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2022 ADDRESS: 3701 W. Algonquin Rd, Ste 245, Rolling Meadows IL 60008, United States DESCRIPTION: Agent for fixed life, health insurance, DI, STD/LTD and fixed annuities 3) SHEILA ODLAUG POSITION: notary public NATURE: Notary public for real estate loans - have my notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2024 ADDRESS: 6469 N OXFORD AVE, CHICAGO IL 60631, United States DESCRIPTION: notarize documents for mortgage companies 4) SHEILA ODLAUG POSITION: referee NATURE: volleyball referee for grade schools INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 6469 N OXFORD AVE, CHICAGO IL 60631, United States DESCRIPTION: being a referee - calling the ball in or out of the court
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-17 |
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