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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| CA | RA | APPROVED | 2008-08-13 |
Branch Locations
4883 East La Palma Avenue # 501A, Anaheim Hills, CA 92807 • United States
222 S. Harbor Blvd, #680, Anaheim, CA 92805 • United States
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-17 |
Branch Locations
4883 E. La Palma Suite 501 A, Anaheim, CA 92807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Anaheim | CA | 09/2005 | Present |
1. WISE STEWARD INSURANCE SERVICES POSITION: Statutory Agent NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 10/25/2005 ADDRESS: 4883 E La Palma Ave, Ste 501A, Anaheim CA 92807, United States DESCRIPTION: Identify clients with insurance needs. Explain choices to them. Assist in filling out forms and submit to insurance agency. Deliver policies to client.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-07 |
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