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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-15 |
| PA | RA | APPROVED | 2017-03-27 |
| NJ | RA | APPROVED | 2017-02-07 |
| WI | RA | APPROVED | 2016-04-27 |
| NV | RA | APPROVED | 2013-02-06 |
| NC | RA | APPROVED | 2013-01-25 |
| FL | RA | APPROVED | 2013-01-24 |
| CA | RA | APPROVED | 2013-01-23 |
| CO | RA | APPROVED | 2013-01-23 |
| NM | RA | APPROVED | 2009-10-01 |
| TX | RA | APPROVED | 1989-11-19 |
Branch Locations
5001 Spring Valley Road Suite 1120E, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meyerovitz Agency Inc Dba Financial Planning Associates | Dallas | TX | 11/1982 | Present |
| Osaic Wealth, Inc. | Dallas | TX | 11/1989 | Present |
| Royal Advisory Services | Dallas | TX | 11/1995 | Present |
1. MEYEROVITZ AGENCY, INC.DBA FINANCIAL PLANNING ASSOCIATES POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 12 START DATE: 01/01/1982 ADDRESS: 5001 Spring Valley Road, Suite 1120 E, Dallas TX 75244, United States DESCRIPTION: Marketing and sales of Insurance products as described in question 1.12.1 and all associated activities and requirements relating thereto.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-16 |
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