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Michelle Alayne Disney

Allworth Financial, L.P.

Durham, NC

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-06-01
  • NC RA
    APPROVED
    Since 2022-06-01

Branch Locations

3917 University Drive Suite 200, Durham, NC 27707 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
Purshe Kaplan Sterling Investments Albany NY 05/2015 05/2022
Adams Chetwood Wealth Management Durham NC 05/2015 05/2022
Aw Securities Durham NC 06/2022 Present
Allworth Financial Durham ND 06/2022 Present
  • 05/2015 → 05/2022
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2015 → 05/2022
    Adams Chetwood Wealth Management
    Durham, NC
  • 06/2022 → Present
    Aw Securities
    Durham, NC
  • 06/2022 → Present
    Allworth Financial
    Durham, ND
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-07
  • S66 Uniform Combined State Law Examination
    2008-03-07
Designations
Other Names
  • Michelle Disney

View on SEC IAPD

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LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SCHARL ADVISORY SERVICES, INC.
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Other Investors

MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON
BENJAMIN D. LOWRY
NATHAN B. NEELY
CATHERINE PELICAN
KYLE S MAXWELL
FOSTER KYEI

Other Offices

STRATEGIC ADVISERS LLC · DURHAM, NC
BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
J.P. MORGAN SECURITIES LLC · Durham, NC
CENTER PEAK FINANCIAL · DURHAM, NC
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
SCHARL ADVISORY SERVICES, INC. · DURHAM, NC

More in Durham, NC

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