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992 Old Eagle School Road Suite 913, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-21 |
Branch Locations
Indian Trail, NC • United States
992 Old Eagle School Road Suite 913, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great West Securities | Madison | WI | 03/2019 | 09/2019 |
| Pathways To Independence | Milwaukee | WI | 08/2017 | 02/2019 |
| Financial Formation, Llc | Milwaukee | WI | 09/2019 | 12/2022 |
| Futurity First Wealth Management | Milwaukee | WI | 04/2020 | 09/2020 |
| Sequent Planning, Llc | Omaha | NE | 05/2020 | 12/2020 |
| Financial Formation | Milwaukee | WI | 08/2017 | 03/2019 |
| Alpha Investment Advisors, Llc | Milwaukee | WI | 11/2020 | 12/2022 |
| Ubs Financial Services, Inc | Charlotte | NC | 03/2023 | 07/2023 |
| Francis Investment Counsel Llc | Brookfield | WI | 07/2015 | 11/2017 |
| Advised Asset Group, Llc | Madison | WI | 04/2019 | 09/2019 |
| Qwfs Equities, Inc. | Madison | WI | 05/2019 | 09/2019 |
| Ubs Financial Services, Inc | Charlotte | NC | 04/2023 | 07/2023 |
| Allyn Financial Llc | Charlotte | NC | 07/2023 | Present |
| Paradigm Money Management, Llc | Wayne | PA | 07/2025 | Present |
| Alicia Stingley, Sole Proprietor | Indian Trail | NC | 06/2024 | Present |
(1) ALICIA STINGLEY, SOLE PROPRIETOR; YES; INDIAN TRAIL, NC; INSURANCE AGENT; 06/2024; 0/ HRS MO; 0/HRS MO (2) ALLYN FINANCIAL LLC; YES; INDIAN TRAIL, NC; FINANCIAL EDUCATION; OWNER; 07/2023; 30/ HRS MO; 30/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 2015-07-24 |
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