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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2008-04-18 |
| TX | RA | APPROVED | 2008-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Katy | TX | 04/2008 | Present |
1. FINANCIAL & INSURANCE CONSULTANTS POSITION: Partner - NATURE: Partnership - INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2008 ADDRESS: 800 Avenue C, Katy TX 77493, United States DESCRIPTION: this is our DBA for Osaic Wealth 2. RICE UNIVERSITY; NOT INVESTMENT RELATED; 6100 MAIN STREET, HOUSTON TX 77005; ADJUNCT INSTRUCTOR IN THE GRADUATE CERTIFIED FINANCIAL PLANNER PROGRAM; START DATE 2012; APPROX HRS 100 HRS A YEAR; SEC HRS 0; DESCRIPTION: TEACH IN THE CFP PROGRAM. 3. FINANCIAL & INSURANCE CONSULTANTS POSITION: Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2008 ADDRESS: 800 Avenue C, Katy TX 77493, United States DESCRIPTION: Individual life and health insurance, Provide Group Health Plans to companies,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-08 |
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