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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-13 |
| OK | RA | APPROVED | 2016-08-05 |
Branch Locations
13929 Technology Dr Suite A, Oklahoma City, OK 73134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Oklahoma City | OK | 08/2016 | Present |
1) NAME: ADAM BAHNER INV REL: Y ADD: 8801 COMMERCE PARK DR, OKLAHOMA CITY, OK 73132; NATURE: IND LIFE INS, HEALTH INS, GRP LIFE INS, GRP HEALTH INS POSITION: SALES/AGENT START DATE: 12/2013 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 2) TALKA, LLC POSITION: Owner NATURE: TALKA, LLC was formed to hold a piece of commercial real estate. There are two suites, one of which is being rented out to a tenant. In the future, the other suite will be occupied and our firms registered branch address. At the moment, there is no securities related business taking place in the office building. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 04/16/2023 ADDRESS: 13929 Technology Dr, Oklahoma City OK 73134, United States DESCRIPTION: My duties include collecting the rent checks, some communication with the tenant should they need anything, some light work around the building with maintenance and landscaping. 3) ODYSSEY FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2016 ADDRESS: 8801 Commerce Park Dr., Oklahoma City OK 73132, United States DESCRIPTION: Appointed with various life, health, disability, annuity, and long term care insurance companies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-23 |
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