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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2017-04-19 |
Branch Locations
3314 E. 51St Street Suite S, Tulsa, OK 74135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Tulsa | OK | 02/2008 | Present |
| Investment Designers Of Tulsa, Inc. | Tulsa | OK | 01/2009 | Present |
1. INVESTMENT DESIGNERS OF TULSA, INC. POSITION: Other - Osaic Wealth Inc Registered Broker Assistant NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2009 ADDRESS: 3314 E 51st St Ste. S, Tulsa OK 74055, United States DESCRIPTION: Registered Broker Assistant to Registered Rep and ME Gordon T. Robinson, Rep # NTU 2. KARA L. YOUNCE; POSITION: Notary NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/13/2003 ADDRESS: 18501 E 100th St N, Owasso OK 74055; DESCRIPTION: Identify individual signing & notarize 3. SCISSORTAIL RIDGE ASSOCIATION INC POSITION: Board Member NATURE: Domestic Not for Profit Corporation/Neighborhood Home Owners Association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2019 ADDRESS: PO Box 2126, Owasso OK 74055, United States DESCRIPTION: Meet with board members to discuss neighborhood decisions mainly concerning maintenance of common areas. Also will vote on any issues that arise in the neighborhood. Will also help plan any neighborhood social events. 4. KARA L. YOUNCE POSITION: Producer NATURE: I hold an active OK Resident Life, Accident, Health, Variable Life/Variable Annuity License #112997. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/22/2004 ADDRESS: 3314 E 51st St, Ste S, Tulsa OK 74135, United States DESCRIPTION: I am not selling/soliciting insurance products. As an employee of Investment Designers of Tulsa, Inc & a Registered Assistant with Royal Alliance Associates, Inc, I occasionally assist clients of Gordon T. Robinson, Registered Rep with Royal Alliance Associates, Inc & President of Investment Designers of Tulsa, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-27 |
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