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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-27 |
| NC | RA | APPROVED | 2021-08-03 |
| GA | RA | APPROVED | 2021-07-19 |
| CT | RA | APPROVED | 2021-07-16 |
| NY | RA | APPROVED | 2021-07-16 |
Branch Locations
101 Commercial Street Suite 400, Plainview, NY 11803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2016 | 07/2021 |
| Royal Alliance | Melville | NY | 07/2021 | Present |
1. UNITED HEALTHCARE POSITION: Financial Advisor NATURE: Selling Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/20/2021 ADDRESS: 1 Penn Plaza, 8th Floor, New York NY 10119, United States DESCRIPTION: Selling Health Insurance 2. GENEVA CAPITAL MANAGEMENT POSITION: Financial Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 07/20/2021 ADDRESS: 101 Commercial St, Suite 400, Plainview NY 11803, United States DESCRIPTION: Financial Advisory Services, Investment Management, Insurance Sales 3. ANNUCO POSITION: Financial Advisor/Agent/Broker/Rep NATURE: Fixed Annuities and Fixed Life Insurance Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/27/2022 ADDRESS: 111 Smithtown Bypass, Suite 209, Hauppauge NY 11788, United States DESCRIPTION: Sales Rep for Fixed Life Insurance & Annuity Products 4. NATIONAL FINANCIAL NETWORK POSITION: N/A NATURE: INSURANCE AGENCY INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/20/2023 ADDRESS: 990 STEWART AVENUE, STE 200, GARDEN CITY NY 11530, United States DESCRIPTION: THIS BROKER WILL ALLOW US TO PROCESS HEALTH INSURANCE BUSINESS THROUGH THEM. 5. AETNA POSITION: Financial Advisor NATURE: Selling Health Insurance, Broker of Record on Existing Health Insurance Plan INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/05/2025 ADDRESS: 151 Farmington Ave, Hartford CT 06156, United States DESCRIPTION: Selling Health Insurance, Servicing Existing Health Insurance Plan
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-10 |
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