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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-27 |
| WA | RA | APPROVED | 2021-08-05 |
| GA | RA | APPROVED | 2021-07-19 |
| MD | RA | APPROVED | 2021-07-19 |
| NY | RA | APPROVED | 2021-07-19 |
| PA | RA | APPROVED | 2021-07-19 |
Branch Locations
101 Commercial Street Suite 400, Plainview, NY 11803 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2014 | 06/2021 |
| Royal Alliance | East Northport | NY | 07/2021 | Present |
1) MICHAEL MAGRO FOUNDATION POSITION: BOARD MEMBER NATURE: NON-PROFIT CHARITY INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/20/2021 ADDRESS: 12 JULIAN STREET, HICKSVILLE NY 11801, United States DESCRIPTION: PHILANTHROPIC ACTIVITIES / CHARITY EVENTS FOR PEDIATRIC CANCER 2)UNITED HEALTHCARE Dental Health 3)UNITED HEALTHCARE POSITION: FINANCIAL ADVISOR NATURE: HEALTH INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/20/2021 ADDRESS: 1 PENN PLAZA, 8TH FLOOR, NEW YORK NY 10119, United States DESCRIPTION: SELLING HEALTH INSURANCE 4) ANNUCO POSITION: AGENT/BROKER/REP NATURE: FIXED LIFE INSURANCE & ANNUITY BUSINESS INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/27/2022 ADDRESS: 111 SMITHTOWN BYPASS, SUITE 209, HAUPPAUGE NY 11788, United States DESCRIPTION: SALES REP FOR FIXED LIFE INSURANCE & ANNUITY PRODUCTS 5) NATIONAL FINANCIAL NETWORK POSITION: N/A NATURE: INSURANCE AGENCY INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/20/2023 ADDRESS: 990 STEWART AVENUE, STE 200, Garden City NY 11530, United States DESCRIPTION: AS WE MEET CLIENTS WHO HAVE AN INTEREST IN HEALTH INSURANCE, THIS BROKER WILL ALLOW US TO PROCESS BUSINESS THROUGH THEM. 6) GENEVA CAPITAL MANAGEMENT POSITION: FINANCIAL ADVISOR NATURE: S CORPORATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 07/20/2021 ADDRESS: 101 COMMERCIAL STREET, SUITE 400, PLAINVIEW NY 11803, United States DESCRIPTION: FINANCIAL ADVISORY SERVICES / INVESTMENT MANAGEMENT / INSURANCE SALES / ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-06 |
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