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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Bensalem | PA | 02/2016 | 11/2018 |
| Wealth Protection Strategies | Bensalem | PA | 07/2013 | Present |
| Royal Alliance Associates, Inc. | Bensalem | PA | 11/2018 | Present |
1) D-TEK LLC POSITION: Consultant NATURE: It is an LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2017 ADDRESS: 1490 Merrick Road, Yardley PA 19067, United States DESCRIPTION: Consulting the marketing for In vitro diagnostic products. 2) WEALTH PROTECTION STRATEGIES POSITION: registered Business Associate NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/05/2015 ADDRESS: 290 Union Square Drive, New Hope PA 18938, United States DESCRIPTION: registered administrative duties It is for payroll processing only. 3) WEALTH PROTECTION STRATEGIES - FIXED INSURANCE POSITION: Registered Business Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2021 ADDRESS: Union Square Drive, New Hope PA 18938, United States DESCRIPTION: Sales/ Marketing of Fixed Annuities and non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-27 |
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