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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-30 |
| NH | RA | APPROVED | 2017-04-27 |
| SC | RA | APPROVED | 2008-04-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Greenville | SC | 09/1996 | 06/2023 |
| Jennings Cook Financial Services Inc | Greenville | SC | 01/2004 | 09/2023 |
| Osaic Wealth, Inc. | Greenville | SC | 06/2023 | Present |
1. REIMERS FINANCIAL SERVICES POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/11/2023 ADDRESS: 108 Amanda's Autumn Lane, Taylors SC 29687, United States DESCRIPTION: selling term life and fixed annuities 2. REIMERS FINANCIAL SERVICES POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/11/2023 ADDRESS: 108 Amanda's Autumn Ln, Taylors SC 29687, United States DESCRIPTION: Preparing tax returns 3. REIMERS FINANCIAL SERVICES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 09/11/2023 ADDRESS: 108 Amanda's Autumn Ln, Taylors SC 29687, United States DESCRIPTION: Financial services and investments. Retirement planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-26 |
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