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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-05 |
| TX | RA | APPROVED_RES | 2024-01-22 |
| NC | RA | APPROVED | 2023-11-27 |
| RI | RA | APPROVED | 2018-11-02 |
Branch Locations
935 Jefferson Boulevard Suite 2000, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 06/1999 | 11/2018 |
| Royal Alliance Associates, Inc. | Warwick | RI | 11/2018 | Present |
BEAULIEU WEALTH MGMT & INSURANCE SALES POSITION: Broker NATURE: Beaulieu Wealth Management is a DBA and is a name only that identifies a group of advisors who collaborate and are able to back each other. Additional activities include: Insurance Sales, Life Insurance, LTC Insurance, Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1999 ADDRESS: 935 Jefferson Blvd, Suite 2000, Warwick RI 02886, United States DESCRIPTION: Work with clients regarding their insurance needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-27 |
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