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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-04-11 |
Branch Locations
3550 N Central Avenue Suite 1440, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dukes Waikiki | Honolulu | HI | 01/2016 | 02/2019 |
| Corepower Yoga | Honolulu | HI | 10/2017 | 02/2019 |
| Corepower Yoga | Phoenix | AZ | 04/2019 | Present |
| Royal Alliance Associates, Inc. | Portland | OR | 10/2022 | 05/2023 |
| Osaic Wealth, Inc | Phoenix | AZ | 05/2023 | 10/2024 |
| Osaic Wealth, Inc | Phoenix | AZ | 10/2024 | Present |
1. COREPOWER YOGA POSITION: Yoga Instructor NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 5539 N 7th St Suite 116, Phoenix AZ 85014, United States DESCRIPTION: Instruct a yoga class, clean studio. 2. PACIFIC CAPITAL RESOURCE GROUP POSITION: Client Relations Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2024 ADDRESS: 3550 N Central Ave, Suite 1440, Phoenix AZ 85012, United States DESCRIPTION: Register Assistant to Loy Hibbs, client services, office management, etc. 3. ALLIANCE WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Marketing DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/22/2025 ADDRESS: 3550 N Central Ave suite 1440, Phoenix AZ 85012, United States DESCRIPTION: Insurance sales and service for various carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-09 |
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