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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-16 |
| TX | RA | APPROVED | 2018-12-06 |
Branch Locations
San Antonio, TX • United States
3522 Paesanos Parkway Suite 100, San Antonio, TX 78231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | San Antonio | TX | 06/2018 | 11/2018 |
| Unemployed | San Antonio | TX | 03/2018 | 05/2018 |
| Summit Electric Supply | San Antonio | TX | 06/2016 | 03/2018 |
| Royal Alliance Associates, Inc. | San Antonio | TX | 11/2018 | Present |
1. PLATINUM WEALTH SOLUTIONS OF TEXAS LLC - FIXED INSURANCE POSITION: Agent, etc. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 100 START DATE: 11/13/2018 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance 2. PLATINUM WEALTH SOLUTIONS OF TEXAS POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/13/2018 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products 3. GALLAGHER BENEFIT SERVICES, INC. POSITION: Health Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/15/2020 ADDRESS: 70 NE Loop 410, Suite 325, San Antonio TX 78216, United States DESCRIPTION: Talk to business owners along side a Health Insurance Agent from Gallagher to provide Health and Dental Insurance through Gallagher and 401k, Investments, and financial advise through Royal Alliance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-13 |
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