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Lucy Marie Rimsky

Strategic Asset Alliance

Bellevue, WA

Manchester, MO

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Current Employers
Strategic Asset Alliance

500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-01-23
  • MO RA
    APPROVED
    Since 2025-01-23

Branch Locations

500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States

Manchester, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
A. G. Edwards & Sons, Inc. St Louis MO 05/1997 05/2022
Strategic Asset Alliance Bellingham WA 01/2024 Present
Piermont Capital Management St. Louis MO 01/2014 03/2019
Us Institutional Corp. St. Louis MO 01/2014 12/2023
  • 05/1997 → 05/2022
    A. G. Edwards & Sons, Inc.
    St Louis, MO
  • 01/2024 → Present
    Strategic Asset Alliance
    Bellingham, WA
  • 01/2014 → 03/2019
    Piermont Capital Management
    St. Louis, MO
  • 01/2014 → 12/2023
    Us Institutional Corp.
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-22
S63 Uniform Securities Agent State Law Examination 2000-02-02
  • S65 Uniform Investment Adviser Law Examination
    2025-01-22
  • S63 Uniform Securities Agent State Law Examination
    2000-02-02
Other Names
  • Lucy Marie Ahlheim

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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