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6B Liberty #140, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED | 2020-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Laguna Beach | CA | 09/1991 | 12/2018 |
| Challenger Wealth Management, Inc. | Laguna Beach | CA | 05/2002 | Present |
1. NANCY CHALLENGER, INVESTMENT RELATED, 6 B LIBERTY #140, ALISO VIEJO, CA 92656, INDIVIDUAL AGENT, STARTED 8/1/95, 1 HOUR PER MONTH, 1 HOUR PER MONTH DURING STH, SALES LONG TERM CARE AND TERM INSURANCE BY REQUEST. 2. CHALLENGER WEALTH MANAGEMENT, INC, INVESTMENT RELATED, 6 B LIBERTY #140, ALISO VIEJO, CA 92656, PRESIDENT, STARTED 9/26/2002, 95 HOURS PER MONTH,INVESTMENT ADVICE, CLIENT SERVICE, STRATEGY DESIGN, IMPLEMENTATION, SERVICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-02 |
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