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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2003-12-12 |
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 |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Darien | CT | 12/2002 | 06/2023 |
| Osaic Wealth, Inc. | Wilton | CT | 06/2023 | Present |
1. PINNACLE TAXX, 10 CORBIN DRIVE, DARIEN CT 0680; TAX PREPARATION FIRM, BEGAN EMPLOYMENT 11/2003, APPROXIMATELY 40 HRS/WK AS A TAX PREPARER; ALSO EMPLOYED AS AN INSURANCE SALESPERSON SINCE 11/2003 AT THE SAME LOCATION. 2. PINNACLE TAXX POSITION: tax preparer NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/10/1998 ADDRESS: 195 danbury rd, wilton CT 06897, United States DESCRIPTION: I prepare income taxes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-13 |
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