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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-05-01 |
| TX | RA | APPROVED | 2018-11-02 |
Branch Locations
18601 Lbj Freeway Suite 140, Mesquite, TX 75150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ramsey Insurance Agency | Mesquite | TX | 01/1987 | Present |
| Signator Investors, Inc. | Mesquite | TX | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Mesquite | TX | 11/2018 | Present |
1. BALCH RENTAL PROPERTIES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1984 ADDRESS: 551 West Lawson Road, P.O. Box 360577, Dallas TX 75336, United States DESCRIPTION: Provide maintenance for existing properties, and administrative activities 2. BALCH HAY FARM POSITION: Owner NATURE: Sole Proprietorship-Coastal Hay Production INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1982 ADDRESS: 551 West Lawson Road, Dallas TX 75253, United States DESCRIPTION: We grow Coastal Bermuda Grass for Hay production, to include fertilizing, weed control, harvesting crop. 3. FINANCIAL & INSURANCE SERVICES OF TEXAS, LLC POSITION: Owner/Adviser NATURE: A Limited Liability Company involved in the business of property casualty insurance, life insurance, disability insurance, fixed annuities and variable annuities. Our business also provides financial planning and investment strategies for our clients using advisor managed platforms, brokerage accounts, and unified management accounts, approved by Osaic Wealth Inc INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 70 START DATE: 01/01/1987 ADDRESS: 18601 LBJ Freeway, Suite 140, Mesquite TX 75150, United States DESCRIPTION: We meet with clients and prospects, who are planning for their future in areas of work, retirement, and living. Much of my time in verbal communication and preparing strategic proposals to meet their goals and objectives.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-14 |
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