Lisa Allenbach Pettis

Current Employers

Employment History

• 01/2008 → 03/2017
  Dailyaccess Corporation
  Mobile, AL
• 01/2011 → 03/2017
  Interserv, Llc
  Mobile, AL
• 03/2017 → 06/2017
  Newport Group Consulting, Llc
  Heathrow, FL
• 03/2017 → 06/2017
  Newport Group, Inc.
  Walnut Creek, CA
• 08/2017 → 07/2022
  A.P. Lubrano & Company, Inc.
  Mobile, AL
• 04/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 04/2018 → 07/2022
  Equitable Advisors, Llc
  New York, NY
• 07/2022 → Present
  Royal Alliance
  Birmingham, AL

Previous Registrations

• 2019-05-16 → 2022-07-01
  Equitable Advisors, Llc
  Bala Cynwyd, PA
  Mobile, AL
• 2012-08-30 → 2017-07-05
  Newport Group Consulting, Llc
  Lake Mary, FL
  Mobile, AL

Other Businesses

1) ADVO(K)ATE ADVISORS POSITION: Vice President, Senior Relationship Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/10/2022 ADDRESS: 6801 Cahaba Valley Road, Suite 206, Birmingham AL 35242, United States DESCRIPTION: Client Relationship Manager

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-05-02
• S65 Uniform Investment Adviser Law Examination
  2012-08-29

Other Names

• Lisa Renee Allenbach
• Lisa Allenbach Pettis
• Lisa Pettis