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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-08-11 |
Branch Locations
Centennial, CO • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Assoicates, Inc. | Centennial | CO | 01/2016 | 08/2020 |
| Epicurean Catering | Centennial | CO | 06/2016 | Present |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 08/2020 | Present |
| Wealth Management By Design, Llc | Centennial | CO | 08/2020 | Present |
| Epicurean Catering & 4917 Adventures | Centennial | CO | 06/2016 | 03/2023 |
| Corey Richard Walter Insurance Agent | Centennial | CO | 08/2020 | Present |
1.) WEALTH MANAGEMENT BY DESIGN, LLC - OWNER/FOUNDER - NON-VARIABLE INSURANCE - CENTENNIAL, CO - SINCE 08/2020 - INVESTMENT RELATED 2.) COREY RICHARD WALTER - INSURANCE AGENT - NON-VARIABLE INSURANCE - CENTENNIAL, CO - SINCE 08/2020 - INVESTMENT RELATED 3.) EPICUREAN CATERING - BARTENDER - CATERING SERVICE - CENTENNIAL, CO - SINCE 06/2016 - NOT INVESTMENT RELATED 4.) WEALTH MANAGEMENT BY DESIGN, LLC - OWNER/FOUNDER - DBA NAME FOR MARKETING PURPOSES ONLY - CENTENNIAL, CO - SINCE 07/2020 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-06 |
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