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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-03-01 |
Branch Locations
2519 South Blvd. Suite 100, Houston, TX 77098 • 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 |
|---|---|---|---|---|
| Edward M Gardner Pc Cpa | Houston | TX | 01/1991 | Present |
| United Securities Alliance | Houston | TX | 11/2001 | Present |
| Planning Ahead With Ed | Houston | TX | 09/2003 | Present |
| Royal Alliance Associates, Inc. | Houston | TX | 03/2007 | Present |
1) 2519 SOUTH BLVD LTD, INVESTMENT RELATED, 2519 SOUTH BLVD, HOUSTON, TX 77098. PARTNER, SINCE 4/2005, 8 HRS/MTH, A FEW MINUTES A DAY. REAL ESTATE - OWNER OF BUILDING THAT I HAVE MY CPA PRACTICE AND SECURITIES BUSINESS IN. MANAGE BUILDING. DOES NOT RECEIVED COMPENSATION FOR THIS ACTIVITY. 2) EDWARD M. GARDNER PC POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 01/01/1990 ADDRESS: 2519 South Blvd Suite, Suite 100, Houston TX 77098, United States DESCRIPTION: Owner of a CPA firm. Tax Planning, Tax Preparation and related services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-26 |
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