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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-13 |
| PA | RA | APPROVED | 2023-05-19 |
Branch Locations
3550 N Central Avenue Suite 1440, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Phoenix | AZ | 03/2011 | 07/2021 |
| W&R Insurance Agencies | Glendale | AZ | 04/2011 | 07/2021 |
| Le Hibbs Enterprises Llc | Glendale | AZ | 06/2013 | Present |
| Lpl Financial, Llc | Phoenix | AZ | 07/2021 | 05/2023 |
| Osaic Wealth, Inc. | Phoenix | AZ | 05/2023 | Present |
| Alliance Wealth Management | Phoenix | AZ | 06/2022 | Present |
1. ALLIANCE WEALTH MANAGEMENT POSITION: Owner/CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2022 ADDRESS: 3550 N Central Ave, STE 1440, Phoenix AZ 85012, United States DESCRIPTION: insurance sales and service for various carriers 2. LE HIBBS ENTERPRISES, LLC POSITION: Owner/President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2013 ADDRESS: 3550 N Central Ave, Suite 1440, Phoenix AZ 85012, United States DESCRIPTION: This is the LLC I use to operate my practice. All expenses are run through the LLC including office rent, administrative payroll, office supplies as well as any other expenses Alliance Wealth Management incurs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-04 |
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