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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-09-27 |
| TX | RA | APPROVED | 2018-11-02 |
Branch Locations
3522 Paesanos Parkway Suite 100, San Antonio, TX 78231 • 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 |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Dallas | TX | 03/2016 | 08/2017 |
| Bokf, Na | Dallas | TX | 03/2016 | 08/2017 |
| The Milestone Group, Inc. | Denver | CO | 03/2016 | 08/2017 |
| Sii | San Antonio | TX | 08/2017 | 11/2018 |
| Royal Alliance Associates, Inc. | San Antonio | TX | 11/2018 | Present |
1. PLATINUM WEALTH SOLUTIONS OF TEXAS/ FIXED INSURANCE POSITION: Agent, etc. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/18/2019 ADDRESS: 3522 Pasesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: Sales/Marketing of Fixed Annuities and Non Variable Insurance. 2. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/18/2018 ADDRESS: 3522 Pasesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: Sales/Marketing of Securities, Investment Advisory/ Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-07-29 |
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