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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-20 |
| MN | RA | APPROVED | 2021-07-26 |
| PA | RA | APPROVED | 2021-07-19 |
Branch Locations
20397 Route 19 Suite 310, Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2015 | 07/2021 |
| Insight Global Wealth Strategies, Llc | Seawicky | PA | 06/2015 | 07/2021 |
| Royal Alliance | Cranberry Township | PA | 07/2021 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2015 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES 2. FREEDOM AREA HIGH SCHOOL POSITION: Varsity Head Coach - Football NATURE: It is a high school and I coach football. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 03/10/2023 ADDRESS: 1190 Bulldog Dr, Freedom PA 15042, United States DESCRIPTION: I am responsible for the varsity and JV football programs. 3. INSIGHT GLOBAL WEALTH STRATEGIES LLC POSITION: Owner NATURE: S Corp LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2015 ADDRESS: 20397 Rt 19, Suite 310, Cranberry Twp PA 16066, United States DESCRIPTION: DBA Disclosure 4. MAC COACHES ASSOCIATION POSITION: President NATURE: It is a non-profit The Midwestern Athletic Conference (MAC)Coaches Association was created with the consent of a representative group of football coaches from the HS Football teams in Beaver, Lawrence, and Allegheny Counties. The objective of this organization is to support and promote high school football programs and players in our region. The organization will encourage positive relationships between coaches and players. The organization will sponsor activities that honor and showcase players. The organization will sponsor activities that will help players achieve their future goals. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/14/2026 ADDRESS: 907 Gross St, Conway PA 15027, United States DESCRIPTION: Duties of the President1. Presides at all meetings2. Responsible for agenda and conducting the meeting according to Robert's Rules of Order.3. In the event of a tie, the President will break the tie unless it is for the President position, the Vice President will break the tie.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-04 |
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