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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-05 |
| UT | RA | APPROVED | 2024-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self | Thousand Oaks | CA | 04/1980 | 08/2024 |
| Royal Alliance Associates, Inc. | Westlake Village | CA | 12/1998 | 08/2024 |
| Gunn Financial Associates | Westlake Village | CA | 08/2000 | 08/2024 |
| Wealthcare Advisory Partners Llc D/B/A Gunn Financial Associates | Midway | UT | 08/2024 | Present |
1. CHARLES K GUNN-RENTAL REAL ESTATE POSITION: Owner NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2004 ADDRESS: 788 Double Eagle Dr, Midway UT 84049, United States DESCRIPTION: Co-owner of homes that are rented to tenants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-04 |
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