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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-12 |
| OH | RA | APPROVED | 2018-11-02 |
Branch Locations
3454 Oak Alley Ct Suite 402, Toledo, OH 43606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Mutual Life Insurance | Toledo | OH | 01/1979 | 11/2018 |
| Signator Investors, Inc. | Boston | MA | 09/1981 | 11/2018 |
| Royal Alliance Associates, Inc. | Maumee | OH | 11/2018 | Present |
1. VANTAGEPOINTE FINANCIAL GROUP POSITION: Investment Advisor Representative NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 02/01/1979 ADDRESS: 3454 Oak Alley Ct., Suite 402, Toledo OH 43606, United States DESCRIPTION: Sale of life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-07 |
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