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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-04 |
| SC | RA | APPROVED | 2022-08-17 |
| TX | RA | APPROVED | 2020-11-30 |
| CA | RA | APPROVED | 2017-12-18 |
| OH | RA | APPROVED | 2011-03-25 |
Branch Locations
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306 • United States
171 Church Street Suite 310, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 03/2011 | Present |
| Alison Wealth Management (D.b.a. For Advisory Business) | Charleston | SC | 11/2014 | Present |
| C2P Enterprises, Llc And Subsidiaries | Westlake | OH | 02/2017 | Present |
| Valor Capital Management, Llc | Westlake | OH | 03/2018 | 03/2024 |
1) David Alison is a licensed insurance agent conducting business from is registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Alison spends approx. 5 hrs/week during trading hours on this activity. 2) David Alison provides tax planning, management, preparation, and business consulting services. These services are offered separately from any Prosperity related business or activities. David spends two hours per month during securities and eight hours per month during non-securities hours on this activity. This is not an investment-related activity. 3) David Alison is one of the Managing Members of CECAK, LLC which is a real estate investment holding company. Mr. Alison spends approximately two hours per month on this activity during non-trading hours. 4) David Alison is one of the Managing Members of TADA Holdings, LLC which is a real estate investment holding company. Mr. Alison spends approximately two hours per month on this activity during non-trading hours. 5) David Alison is the Owner of Alison Wealth Management, LLC which is the operating entity for Mr. Alison's advisory, tax and insurance business. Mr. Alison spends approximately twenty hours per week during trading hours working under this entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-04 |
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