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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2019-10-07 |
| FL | RA | APPROVED | 2013-09-25 |
| GA | RA | APPROVED | 2013-08-13 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Royal Alliance | Pensacola | FL | 04/2013 | 08/2023 |
| Osaic Wealth, Inc | Pensacola | FL | 08/2023 | Present |
1) MIKE & DEE CAMFERDAM POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 1087 COUNTY RD 113, SAFFORD AL 36773 DESCRIPTION: CROP PLANTING AND HARVESTING. 2) FIRST CHARTER INVESTMENTS POSITION: PRESIDENT NATURE: CORPORATION INVESTMENT RELATED: YES NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/03/2014 ADDRESS: 1960 WHALEY AVE, PENSACOLA FL 32503 DESCRIPTION: THIS ENTITY ALLOWS ME TO PAY CERTAIN BUSINESS EXPENSES, PAYROLL, ETC. ON BEHALF OF MY SECURITIES PRACTICE. 3) MICHAEL E. CAMFERDAM POSITION: OWNER - NATURE: SOLE PROPRIETORSHIP - INVESTMENT RELATED: YES NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1985 ADDRESS: 6108 VILLAGE OAKS DR.PENSACOLA, FL. 32504, PENSACOLA FL 32504 DESCRIPTION: TO PROVIDE CLIENTS WITH INFORMATION ON FIXED ANNUITIES AND LIFE INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-11 |
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