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Inactive

Alyssa Ann Kaiser

Wto Advisors, LLC

Edmond, OK

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Current Employers
Wto Advisors, Llc

2952 Via Esperanza, Edmond, OK 73013 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2022-03-07
  • OK RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2022-03-07

Branch Locations

2952 Via Esperanza, Edmond, OK 73013 • 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
OrganizationCityStateFromTo
Retirement Investment Advisors, Inc. Oklahoma City OK 02/2012 03/2022
Wto Advisors, Llc Edmond OK 09/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-29
  • S65 Uniform Investment Adviser Law Examination
    2015-07-29
Other Names
  • Alyssa Ann Mcginness
  • Alyssa Ann Kaiser
  • Alyssa Ann Kaiser-Nash
  • Alyssa A Nash
  • Alyssa Ann Nash

View on SEC IAPD

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LINDA CHRISTINE WILMOTH
JORDAN ANDERSON

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · EDMOND, OK
EDWARD JONES · Edmond, OK
CETERA INVESTMENT ADVISERS LLC · EDMOND, OK
EQUITABLE ADVISORS, LLC · EDMOND, OK
ESOTERIC WEALTH PARTNERS LLC · EDMOND, OK
OSAIC WEALTH, INC. · Edmond, OK
INDEPENDENT FINANCIAL PARTNERS · Edmond, OK
EDWARD JONES · Edmond, OK

More in Edmond, OK

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