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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| MI | RA | APPROVED | 2018-11-02 |
Branch Locations
120 West Drive N Suite 3, Marshall, MI 49068 • 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 | Boston | MA | 09/1984 | 11/2018 |
| Signator Investors, Inc. | Boston | MA | 05/1997 | 11/2018 |
| Royal Alliance Associates, Inc. | Marshall | MI | 11/2018 | Present |
1. Member: Christian Business Round Table, discuss how to be mindful of God in our day to day business activities, 1/1/2016, 1-2 hrs mo, 0-1 trading hrs. 2. VANTAGEPOINTE FINANCIAL GROUP POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/04/1984 ADDRESS: 120 West Drive N, Ste 3, Marshall MI 49068, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 3. STRATEGIC BENEFIT NETWORK LLC POSITION: Treasurer/agent NATURE: LLC treated as an S corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2017 ADDRESS: 5797 Harvey Street, Suite A, Norton shores MI 48624-4944, United States DESCRIPTION: 1. Authorization of commission distributions -10 min. 2. Monthly reconciliation of checking account-30 min. 3. Management Meetings: 20 min. 4. HURD PROPERTY MANAGEMENT, LLC POSITION: Owner/member NATURE: Sole Proprietorship, LLC treated as a S corp INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/13/2014 ADDRESS: 120 West Drive N, Ste 3, Marshall MI 49068, United States DESCRIPTION: Managing office building and paying bills 5. HURD FINANCIAL SERVICES LLC POSITION: Owner NATURE: Payroll and accounting (bill paying) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 05/20/2011 ADDRESS: 120 West Drive N, Ste 3, Marshall MI 49068, United States DESCRIPTION: Payroll &accounting 6. POWER OF ATTORNEY FOR DAVID AND DONNA MAGEL, BROTHER IN-LAW AND SISTER. POSITION: Power of Attorney NATURE: Acting as a Power of Attorney for family members. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/22/2022 ADDRESS: 120 West Drive North, Suite 3, Marshall MI 49068, United States DESCRIPTION: In the event of incapacity, to financially act in the best interest of David and Donna Magel. 7. VANTAGEPOINTE BENEFIT SOLUTIONS POSITION: Owner/agent NATURE: VantagePointe Benefit Solutions-sole Proprietorship, INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/01/1986 ADDRESS: 120 West Drive North, Suite 4, Marshall MI 49068, United States DESCRIPTION: Working with managing partner who oversees the activities of employed agents for customer services, plan design, &renewals. 8. CHRISTIAN BUSINESS ROUNDTABLE POSITION: Board of directors for the CBRT organization NATURE: Leading Business owners in discussions on how to run their businesses using biblical values INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/18/2019 ADDRESS: 2725 Airview Blvd,, Suite 201, Portage MI 49002, United States DESCRIPTION: Discussion of the topic to be presented and discussed with business leaders 9. VANTAGEPOINTE BENEFITS AGENCY, LLC POSITION: Owner/member NATURE: LLC treated as a S corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/10/2023 ADDRESS: 120 WEST DR N, STE 4, MARSHALL MI 49068-8535, United States DESCRIPTION: consulting for group insurance issues 10. EXCHANGE CLUB OF MARSHALL POSITION: member NATURE: Non for Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/23/1998 ADDRESS: 514 South Kalamazoo St, -, Marshall MI 49068, United States DESCRIPTION: attend monthly meeting 11. CALHOUN COUNTY ESTATE PLANNERS COUNCIL POSITION: Board of Directors NATURE: Non for Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/1998 ADDRESS: 100 West Chicago St., Coldwater MI 49036, United States DESCRIPTION: Choose the meeting venue
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-17 |
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