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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-02 |
Branch Locations
1101 Fremont Ave Suite 201, South Pasadena, CA 91030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Bridge | Monrovia | CA | 11/1992 | 06/2017 |
| Citrus Estate Planning Council | Fontana | CA | 02/2011 | Present |
| Signator Investors, Inc. | Pasadena | CA | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | South Pasadena | CA | 11/2018 | Present |
1) CITRUS ESTATE PLANNING COUNCIL POSITION: Vice President NATURE: The Citrus Estate Planning Council for the greater San Gabriel Valley is an interdisciplinary organization for professionals involved in estate planning and it's related service industries. Citrus Estate Planning Council is a local chapter of the National Association of Estate Planning Councils (NAEPC) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2011 ADDRESS: 15895 Jackson, Fontana CA 92336, United States DESCRIPTION: I assist the President with planning programs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-08 |
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