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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-05-03 |
Branch Locations
1201 Pacific Ave. Suite 2025, Tacoma, WA 98402 • United States
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 11/2018 | 08/2024 |
| Wilson Albers & Co | Tacoma | WA | 03/2018 | Present |
| Davis & Associates Llc | Renton | WA | 12/2016 | 04/2018 |
| Robert Half | Seattle | WA | 09/2015 | 12/2016 |
| Osaic Wealth, Inc. | Tacoma | WA | 08/2024 | Present |
1)Alera Group; not investment related;4733 Tacoma Mall Blvd,#200,Tacoma,WA 98409;investment due diligence; investment strategist;3/19/2018;160 hrs./month;5 hrs. during trading; investment due diligence and investment research under DBA names Wilson Albers, Alera Group Wealth Services and Alera Group Retirement Plan Services 2)Alera Investment Advisors; investment related; Three Parkway North, Suite 500,Deerfield,IL 60015;registered investment advisor; retirement plan & wealth management investment strategist;4/4/2022;160 hrs./month;160 hrs. during trading; investment strategist and due diligence 2)FIXED INSURANCE POSITION: Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 01/19/2023 ADDRESS: 1201 Pacific Avenue, Tacoma WA 98402, United States DESCRIPTION: DBA for securities business. Alera Group 4)ALERA INVESTMENT ADVISORS POSITION: Retirement Plan and Wealth Management Advisor NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2025 ADDRESS: 1201 Pacific Ave S., Tacoma WA 98402, United States DESCRIPTION: Fixed Insurance. Advisory services through Alera Investment Advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-03 |
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