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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 | 2023-08-01 |
| CT | RA | APPROVED | 2019-05-20 |
| CA | RA | APPROVED | 2018-11-02 |
Branch Locations
1395 San Carlos Ave #A, San Carlos, CA 94070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Gate Mansour | San Carlos | CA | 02/2007 | Present |
| Royal Alliance Associates, Inc. | San Carlos | CA | 11/2018 | Present |
1) GOLDEN GATE FINANCIAL & INSURANCE SOLUTIONS POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2017 ADDRESS: 1395 San Carlos Ave, Suite A, San Carlos CA 94070, United States DESCRIPTION: Owner of financial advising firm golden gate financial & insurance solutions. That is my DBA. 2) GOLDEN GATE FINANCIAL & INSURANCE SOLUTIONS (INSURANCE) POSITION: owner NATURE: Life insurance sales through John Hancock & CRUMP INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2017 ADDRESS: 1395 San Carlos Ave, Suite A, San Carlos CA 94070, United States DESCRIPTION: Provide fixed insurance products for clients needs. 3) 1395 SAN CARLOS AVE UNITS 7 & 8 LLC POSITION: 51% owner NATURE: LLC owned office building. Rented to Golden Gate Financial LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 1395 San Carlos Ave, Suite A, San Carlos CA 94070, United States DESCRIPTION: Own building.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-30 |
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