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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-11-04 |
| CA | RA | APPROVED | 2024-11-04 |
| NY | RA | APPROVED | 2021-08-19 |
| TX | RA | APPROVED | 2021-06-04 |
| PA | RA | APPROVED | 2021-06-02 |
Branch Locations
1095 Evergreen Circle, Suite 210, The Woodlands, TX 77380 • United States
1225 North Loop West Ste. 216, Houston, TX 77008 • United States
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 |
|---|---|---|---|---|
| Voya Financial Advisors | Houston | TX | 09/2014 | 06/2021 |
| Royal Alliance Associates, Inc. | Houston | TX | 06/2021 | Present |
1. NAME OF ENTITY:ALTUS CONSULTING GROUP; No; 26111 I-45 NORTH #415; THE WOODLANDS; TX; 77380; DBA-MARKETING ONLY; SR. FINANCIAL ADVISER; 11/10/2015; 0; 0; DBA IS FOR MARKETING ONLY..|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1415 N LOOP WEST STE 740; HOUSTON; TX; 77008; fixed insurance sales; independent insurance agent; 10/31/2005; 160; 160; sales of fixed insurance products 2. ALTUS CONSULTING GROUP POSITION: Senior Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 09/06/2014 ADDRESS: 1225 North Loop West Ste 216, Houston TX 77008, United States DESCRIPTION: Financial planning /wealth management 3. WILLIAM G BUCHANAN LLC POSITION: Senior Financial Advisor NATURE: LLC -Please note The LLC is only used for creditor protection and to pay my employees. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 1225 North Loop West, Ste. 216, Houston TX 77008, United States DESCRIPTION: Limited Liability Company that pays employees, bills, and offers creditor protection. 4. BUCHANAN FINANCIAL POSITION: Financial Advisor/ Owner NATURE: It is a dba for my LLC which is William G Buchanan LLC. While I have had the DBA I have not been using it. I am wanting to implement the name along with my Altus consulting DBA, which is currently listed INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2020 ADDRESS: 1225 North Loop West, Ste. 216, Houston TX 77008, United States DESCRIPTION: Financial planning/wealth management. 5. EDGE PRIVATE WEALTH POSITION: Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2025 ADDRESS: 1095 Evergreen Circle, Ate. 210, The Woodlands TX 77380, United States DESCRIPTION: Financial planning and wealth management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-08 |
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