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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2019-07-10 |
Branch Locations
601 Front Avenue Suite 203, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Los Angeles | CA | 03/2005 | 10/2017 |
| Royal Alliance | Coeur D'ALene | ID | 10/2017 | Present |
1. FIXED INRURANCE SALES (ATCHLEY FINANCIAL)-Y-1250 IRONWOOD DRIVE STE 226 COA, ID 83814-LIFE INSURANCE SALES-RESIDENT PRODUCER-11/13/2006-OHRS-OHRS-SALES 2. NOTARY PUBLIC FOR IDAHO POSITION: Notary NATURE: Notarize documents INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2006 ADDRESS: 601 Front Ave, Ste 203, Coeur d Alene ID 83814, United States DESCRIPTION: Notarize documents 3. COEUR D'ALENE ROTARY CLUB POSITION: member NATURE: 501 c3 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2015 ADDRESS: 115 S Second St, Coeur d Alene ID 83814, United States DESCRIPTION: Attend weekly meetings/presentations 4. COEUR D'ALENE AREA CHAMBER OF COMMERCE POSITION: member NATURE: Service Organization INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: PO Box 850, Coeur d'Alene ID 83814, United States DESCRIPTION: None 5. ATCHLEY FINANCIAL GROUP POSITION: Registered Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 100 START DATE: 09/01/2005 ADDRESS: 601 Front Ave, Suite 203, Coeur d Alene ID 83814, United States DESCRIPTION: Research, Trading 6. TANNEBERGER FAMILY TRUST POSITION: Grantor & Trustee NATURE: Family Living Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2021 ADDRESS: 2501 W Moselle Dr, Coeur d Alene ID 83815, United States DESCRIPTION: Manage family assets 7. CANOPY VILLAGE POSITION: Board of Directors NATURE: Idaho Non-Profit Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/21/2025 ADDRESS: 1350 West Hanley Ave, Coeur d Alene ID 83815, United States DESCRIPTION: Help making operational and financial decisions relevant to operating a non-profit organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-09 |
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