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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 | 2024-06-10 |
| IN | RA | APPROVED | 2018-11-02 |
Branch Locations
3900 Edison Lakes Pkwy Suite 120, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | Mishawaka | IN | 02/2009 | 11/2018 |
| Royal Alliance Associates, Inc. | Mishawaka | IN | 11/2018 | Present |
1. INSURANCE BROKERAGE ALL LINES POSITION: Agent NATURE: Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/21/2009 ADDRESS: 3900 Edison Lakes Pkwy Ste. 120, Ste. 120, Mishawaka IN 46545, United States DESCRIPTION: Life , Health, Fixed Annuities, Disability, Long Term Care. 2. VANTAGEPOINTE FINANCIAL GROUP POSITION: Investment Advisor Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/21/2009 ADDRESS: 3900 Edison Lakes Pkwy, Ste. 120, Mishawaka IN 46545, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-07 |
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