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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-26 |
| CA | RA | APPROVED | 2017-09-12 |
Branch Locations
Costa Mesa, CA • United States
1422 Edinger Avenue, Ste 230, Tustin, CA 92780 • United States
1621 E 49Th South #6102 , Idaho Falls, ID 83404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Long Beach | CA | 03/2008 | 09/2017 |
| Osaic Wealth, Inc. | Tustin | CA | 09/2017 | Present |
1. JONATHAN ROB ROYAL CFP(R) CKA(R) POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2017 ADDRESS: 1422 Edinger Avenue, Ste 230, Tustin CA 92780, United States DESCRIPTION: Life Insurance for clients as required 2. LIBERTY CAPITAL MANAGEMENT POSITION: Jonathan Rob Royal CFP CKA Financial Advisor NATURE: I have been using on compliance approved paperwork since I affiliated in 2017. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/11/2017 ADDRESS: 1422 Edinger Ave, Suite 230, Tustin CA 92780, United States DESCRIPTION: All of my previous compliance approved paperwork/website/email/etc. has been using this the entire time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-16 |
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