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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-26 |
| LA | RA | APPROVED | 2017-07-10 |
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 |
|---|---|---|---|---|
| Edward Jones Investments | St. Louis | MO | 09/1999 | 06/2017 |
| Royal Alliance Associates | Jersey City | NJ | 07/2017 | Present |
1) L & M Properties of Louisiana LLC Residential Rental Properties Ball, LA Start date: 5/20/2011 Partner Hours per week: 1 Hours during trading: 0 Maintain Property 2) ALLEGIANT INVESTMENTS & INSURANCE LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2017 ADDRESS: 42 Hammack Ln, Ball LA 71405, United States DESCRIPTION: Entity is established to handle taxes, payroll and office expenses only. Not held out to the public. 3) LARRY JACKSON HAIR POSITION: Agent NATURE: Sole proprietor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/31/2000 ADDRESS: 42 Hammack Ln, Ball LA 71405, United States; DESCRIPTION: Presenting and selling life and ltc insurance 4. KIWANIS CLUB OF PINEVILLE POSITION: Secretary NATURE: Non-profit service organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2017 ADDRESS: None, Pineville LA 71360, United States DESCRIPTION: File monthly report of member attendance and club activities and spending to Kiwanis International.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-01 |
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