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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pension Portfolios, Royal Alliance Associates | La Verne | CA | 04/2004 | Present |
| Royal Alliance Associates, Inc. | La Verne | CA | 02/2023 | Present |
1. KRISTIN CHARLEBOIS POSITION: Notary public NATURE: Notary Public - Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/20/2017 ADDRESS: 2025 Bonita Ave, La Verne CA 91750, United States DESCRIPTION: Provide notary service to clients as courtesy. 2. PENSION PORTFOLIOS POSITION: Registered Assistant NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2004 ADDRESS: 2025 Bonita Ave., La Verne CA 91750, United States DESCRIPTION: Answer phones, prepare forms, schedule appointments, maintain client files, process forms and checks, maintain logs, prepare client updates for rep.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-28 |
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