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Michael Lavere Allred

Secfi Advisory Limited

New York, NY

New York City, NY

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Current Employers
Secfi Advisory Limited

25 Broadway 10Th Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-06-11
CA RA APPROVED 2024-06-04
NY RA APPROVED 2024-06-04
TX RA APPROVED 2024-06-04
WA RA APPROVED 2024-06-04
  • MA RA
    APPROVED
    Since 2024-06-11
  • CA RA
    APPROVED
    Since 2024-06-04
  • NY RA
    APPROVED
    Since 2024-06-04
  • TX RA
    APPROVED
    Since 2024-06-04
  • WA RA
    APPROVED
    Since 2024-06-04

Branch Locations

25 Broadway 10Th Floor, New York, NY 10004 • United States

New York City, NY • 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
Royal Alliance Austin TX 06/2016 01/2017
Isgam Ag Zürich 03/2017 03/2018
Hamilton Wealth Management Austin TX 05/2018 01/2021
Avantax Investment Services Austin TX 06/2018 12/2019
Integrated Financial Planning Center Austin TX 01/2016 01/2017
Facet Wealth, Inc. Baltimore MD 05/2022 Present
Facet Wealth, Inc. Baltimore MD 10/2022 Present
Self Employed Austin TX 02/2021 05/2022
  • 06/2016 → 01/2017
    Royal Alliance
    Austin, TX
  • 03/2017 → 03/2018
    Isgam Ag
    Zürich
  • 05/2018 → 01/2021
    Hamilton Wealth Management
    Austin, TX
  • 06/2018 → 12/2019
    Avantax Investment Services
    Austin, TX
  • 01/2016 → 01/2017
    Integrated Financial Planning Center
    Austin, TX
  • 05/2022 → Present
    Facet Wealth, Inc.
    Baltimore, MD
  • 10/2022 → Present
    Facet Wealth, Inc.
    Baltimore, MD
  • 02/2021 → 05/2022
    Self Employed
    Austin, TX
Previous Registrations
  • 2022-10-06 → 2024-05-13
    Facet
    Brooklyn, NY
    West Palm Beach, FL
    New York, NY
  • 2019-12-03 → 2021-02-05
    Haynie Wealth Management Llc
    Austin, TX
  • 2018-06-19 → 2019-12-19
    Avantax Advisory Services
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-01
  • S66 Uniform Combined State Law Examination
    2016-09-01
Designations
Other Names
  • Mike Lavere Allred
  • Michael Allred

View on SEC IAPD

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HAL WILLIAM BROWN
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TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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