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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-04 |
Branch Locations
25115 W. Avenue Stanford Suite A-110, Santa Clarita, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Huntington Beach | CA | 11/2017 | 11/2018 |
| Green Tax & Financial | Santa Clarita | CA | 06/2012 | Present |
| Royal Alliance Associates, Inc. | Santa Clarita | CA | 11/2018 | 06/2023 |
| Osaic Wealth, Inc. | Santa Clarita | CA | 06/2023 | Present |
1. GREEN TAX & FINANCIAL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/20/2022 ADDRESS: 25115 W Avenue Stanford, Suite 110, Santa Clarita CA 91355, United States DESCRIPTION: Insurance sales in relation to the sales of fixed annuity products 2. GREEN TAX & FINANCIAL POSITION: Owner/Tax Preparer NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 09/20/2022 ADDRESS: 25115 W Avenue Stanford, Suite 110, Santa Clarita CA 91355, United States DESCRIPTION: Tax Preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-03 |
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