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565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-03-26 |
Branch Locations
Los Angeles, CA • United States
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2019 | 03/2021 |
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2016 | 08/2019 |
| Orion Advisor Solutions | Omaha | NE | 12/2015 | 11/2016 |
| Pruco Securities, Llc. | Omaha | NE | 03/2021 | 06/2022 |
| Prudential Insurance Company Of America | Omaha | NE | 04/2021 | 06/2022 |
| Principal Life Insurance Company | Elkhorn | NE | 06/2022 | 12/2022 |
| Principal Securities Inc | Elkhorn | NE | 06/2022 | 12/2022 |
| Alliant Retirement Services, Llc | Alpharetta | GA | 10/2025 | Present |
| Capitalize Money, Inc. | Omaha | NE | 04/2023 | 04/2025 |
| Unemployed | La Vista | NE | 12/2022 | 04/2023 |
| Unemployed | La Vista | NE | 04/2025 | 10/2025 |
oName of Business: Alliant Insurance Services, Inc; ?Investment Related: Yes; ?Address: Same as Registered Location; ?Nature of Business: Employee Benefits and Insurance Sales; ?Start Date: 3/16/2026; ?Position/Title Relationship: Account Executive/Client Relationship Manager; ?APX Number of Hours per Week: 1; ?APX Number of Hours per Trading Hours: 1; ?Brief Description of Duties: Parent Company of Alliant Retirement Services, LLC (RIA), basic administration work and cross-sell.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-07 |
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