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Alliance Wealth Management Partners LLC CRD 313195
$272M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1111 N. Northshore Drive Ste P-270, Knoxville, TN 37919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-08-18 |
Branch Locations
1111 N. Northshore Drive Ste P-270, Knoxville, TN 37919 • United States
213 East Washington Avenue Suite 102, Athens, TN 37303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Etowah | TN | 06/2009 | 09/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2017 | 03/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2017 | 12/2021 |
| Alliance Wealth Management Partners Llc | Athens | TN | 08/2021 | Present |
1) N/A; Licensed Independent Insurance Agent; Investment related; 213 E. Washington Ave, STE 102, Athens, TN. 37303; Selling commissionable insurance products; 10 hrs per month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-28 |
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