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565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-10 |
Branch Locations
101 Park Avenue, 12Th Floor, New York City, NY 10178 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2016 | 07/2025 |
| Alliant Retirement Consulting | New York | NY | 05/2016 | Present |
| Osaic Wealth, Inc. | New York | NY | 07/2025 | Present |
1. NAME OF OTHER BUSINESS: ALLIANT INSURANCE SERVICES, INC., ALLIANT RETIREMENT SERVICES. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2016 POSITION/TITLE/RELATIONSHIP: REGISTERED ADMIN APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: REGISTERED ADMINISTRATIVE SUPPORT. 2.NAME OF OTHER BUSINESS: ALLIANT RETIREMENT CONSULTING INVESTMENT RELATED: YES ADDRESS: 320 WEST 57TH ST. NEW YORK, NY 10019 NATURE OF BUSINESS: DBA FOR RETIREMENT PLANS START DATE: 7/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: ACCOUNT EXECUTIVE BRIEF DESCRIPTION OF DUTIES: DBA 3. NAME OF OTHER BUSINESS: ALLIANT RETIREMENT SERVICES, LLC DBA ALLIANT RETIREMENT CONSULTING- CRD# 167970 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 03/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT 4. ALLIANT RETIREMENT SERVICES, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2021 ADDRESS: 701 B Street, 6th Floor, San Diego CA 92102, United States DESCRIPTION: Asset management, Employee education, Preparing meeting summaries for investment review meetings, plan marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-07 |
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