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565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-11-14 |
| VA | RA | APPROVED | 2022-11-14 |
| OK | RA | APPROVED | 2022-11-11 |
| TX | RA | APPROVED | 2022-11-11 |
Branch Locations
3000 West Memorial Rd. Suite 212, Oklahoma City, OK 73120 • United States
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliant Retirement Consulting | Oklahoma City | OK | 11/2022 | Present |
| Heritage Retirement Plan Advisors | Oklahoma City | OK | 04/2014 | 11/2022 |
ALLIANT INSURANCE SERVICES, CORP., INVESTMENT RELATED, SAME LOCATION AS REGISTERED LOCATION, SALES VP EMPLOYEE BENEFITS, 11/4/2022, APPROX. NO. HOURS VARIES DURING TRADING HOURS AND AFTER BUT GENERALLY PART OF A 40-HOUR WORK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-05 |
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