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Alliancebernstein L.p. CRD 108477
$763B regulatory AUM 16 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-26 |
Branch Locations
2000 Mckinney Avenue Suite 2100, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bernstein Wealth Management | Dallas | TX | 12/2019 | Present |
| Fidelity Investments | Westlake | TX | 01/2017 | 11/2019 |
| Overhead Door | Lewisville | TX | 05/2014 | 01/2017 |
Count: 1 1) BusinessName: Ivory Estate Investment LLC INVESTMENT RELATED: Yes, Investment Related ADDRESS: 5900 Balcones Drive Suite 100 Austin tx 78731 NATURE OF BUSINESS: Long-term investment in Real Estate that will start in the next couple of years. Currently, we are just accumulating the assets but we will invest in public stocks and/or CDs in the next few months. POSITION: N/A (Partial-Owner of the LLC) / Partner RELATIONSHIP: 2025-01-01 APPROXIMATE NUMBER HOURS: 0 hours/mont
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-08 |
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