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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-06 |
| IA | RA | APPROVED | 2020-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jimmy Johns | Cedar Falls | IA | 07/2015 | 07/2019 |
| Royal Alliance | Johnston | IA | 07/2019 | Present |
1. CENTRAL FINANCIAL GROUP - FIXED INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/01/2019 ADDRESS: 5700 Merle Hay Road, Johnston IA 50511, United States DESCRIPTION: Sell and service Fixed Insurance Products. 2. TAX PREPARATION POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2023 ADDRESS: 2150 NE 18th St, Unit 4, Grimes IA 50111, United States DESCRIPTION: Help clients and non-clients with Tax Preparation in which i charge a fee. 3. STRATEGIC INVESTMENT SOLUTIONS POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2024 ADDRESS: 5700 Merle Hay Rd, Johnston IA 50131, United States DESCRIPTION: This was created for tax purposes only and is not held out to the public 4. NATIONAL ASSOCIATION OF TAX PREPARERS POSITION: Board Member NATURE: Group of tax preparers that help set up meetings to spread information and updates about taxes. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/06/2025 ADDRESS: 9641 Valley Pkwy, Johnston IA 50131, United States DESCRIPTION: Meet quarterly with other board members to help set up an annual meeting where a presenter discusses upcoming tax changes necessary for tax preparers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-24 |
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