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5910 Venture Drive Suite B, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-05-09 |
| NY | RA | APPROVED | 2021-02-16 |
| MI | RA | APPROVED | 2010-01-28 |
| MA | RA | APPROVED | 2001-06-28 |
| OH | RA | APPROVED | 1999-08-09 |
| TX | RA | APPROVED_RES | 1996-07-17 |
| FL | RA | APPROVED | 1996-05-17 |
Branch Locations
5910 Venture Drive Suite B, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Investors Advisory Corp. | Dublin | OH | 02/1988 | Present |
| Royal Alliance Associates, Inc. | Columbus | OH | 11/1989 | 12/2019 |
| William K. Burton | Dublin | OH | 11/2000 | Present |
1. INSURANCE; NOT INVESTMENT RELATED; 5910 VENTURE DR. STE. B, DUBLIN, OH 43017; INSURANCE AGENT. SINCE 1982; 0 HRS/MTH; 0 DURING TRADING HOURS; 2. WILLIAM K. BURTON, NOT INVESTMENT RELATED; 5910 VENTURE DR. STE. B, DUBLIN, OH 43017; TRUSTEE SINCE 01/10/2004; 10 HRS/MTH; 10 HOURS DURING TRADING HOURS; PROVIDE TRUST RELATED SERVICES TO VARIOUS FAMILIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-16 |
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