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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-12-08 |
| GA | RA | APPROVED | 2017-11-29 |
| FL | RA | APPROVED | 2017-11-22 |
| WV | RA | APPROVED | 2017-11-21 |
| UT | RA | APPROVED | 2017-11-17 |
| AL | RA | APPROVED | 2017-11-15 |
| CT | RA | APPROVED | 2017-11-15 |
| KY | RA | APPROVED | 2017-11-15 |
| NC | RA | APPROVED | 2017-11-15 |
| SC | RA | APPROVED | 2017-11-15 |
| TX | RA | APPROVED | 2017-11-15 |
| VA | RA | APPROVED | 2017-11-15 |
Branch Locations
39 Professional Village Circle, Lady'S Island, SC 29907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Owen Hand And Co. | Beaufort | SC | 10/1975 | Present |
| Owen Hand & Co Ltd | Beaufort | SC | 01/1979 | Present |
| Hand & Tanner Financial Group Inc. | Beaufort | SC | 07/1990 | Present |
| Invest Financial Corp. | Tampa | FL | 02/2009 | 11/2017 |
| Royal Alliance | Beaufort | SC | 11/2017 | Present |
1) HAND & TANNER FINANCIAL GROUP, INC POSITION: President NATURE: Sub S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1990 ADDRESS: 39 Professional Village Circle, Beaufort SC 29907, United States; DESCRIPTION: pay bills 2) O&R, LLC POSITION: Principal NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2002 ADDRESS: 39 Professional Village Circle, Beaufort SC 29907, United States DESCRIPTION: maintain ckg account. this is our office building from which we rent space 3) OWEN HAND& CO., LTD POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1989 ADDRESS: 39 Professional Village Circle, Lady's Island SC 29907, United States DESCRIPTION: sell life, disability, and long term care insurance 4) ROTARY CLUB OF BEAUFORT POSITION: MembershipChair NATURE: Civic Club meets weekly on Wednesday for lunch INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: St Peters Catholic Church, Lady's Island SC 29907, United States DESCRIPTION: Identify and recruit new members 5) FIRST PRESBYTERIAN CHURCH POSITION: seated elder NATURE: church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 1201 Church St, Beaufort SC 29902, United States DESCRIPTION: Decisions relative to church business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1980-06-06 |
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