Alison Aileen Hall

Current Employers

Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-06-21

FL RA
APPROVED

Since 2024-06-21

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

1577 Fruitville Rd, Sarasota, FL 34236 • 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

Organization	City	State	From	To
Stonegate Wealth Management, Llc	Fair Lawn	NJ	02/2009	08/2020
Atlas Fiduciary Financial, Llc	Sarasota	FL	08/2020	06/2024
Wealth Enhancement Group	Sarasota	FL	06/2024	Present
Wealth Enhancement Advisory Services	Sarasota	FL	06/2024	Present

02/2009 → 08/2020

Stonegate Wealth Management, Llc

Fair Lawn, NJ
08/2020 → 06/2024

Atlas Fiduciary Financial, Llc

Sarasota, FL
06/2024 → Present

Wealth Enhancement Group

Sarasota, FL
06/2024 → Present

Wealth Enhancement Advisory Services

Sarasota, FL

Previous Registrations

2020-09-02 → 2024-06-18

Atlas Fiduciary Financial, Llc

Sarasota, FL
2012-05-24 → 2020-08-17

Stonegate Wealth Management, Llc

Cary, NC

Other Businesses

BIG WATERS LAND TRUST, INC. - INVESTMENT RELATED - SARAOSTA, FL - COMMITTEE MEMBER - START DATE: 05/2024 - 2 HOURS SPENT PER MONTH, 1 HOUR SPENT DURING TRADING HOURS. WOMEN'S RESOURCE CENTER - INVESTMENT RELATED - VOLUNTEER - START DATE: 05/2024 - 2 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-05-23

S65 Uniform Investment Adviser Law Examination

2012-05-23

Designations

Other Names

Alison Aileen Williams

View on SEC IAPD