William T Dudley

Employer firm

Integrity Alliance, LLC. CRD 139627

$5.41B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2016 → Present
  Wd Ventures Llc
  Orlando, FL
• 01/2019 → Present
  Independent Sales Contractor
  Orlando, FL
• 04/2021 → Present
  Lion Street Financial
  Austin, TX
• 07/2016 → 12/2016
  Unemployed
  Orlando, FL
• 11/2025 → Present
  Integrity Alliance, Llc.
  Winter Park, FL

Previous Registrations

• 2021-08-09 → 2025-11-03
  Lion Street Advisors, Llc
  Winter Park, FL
  Austin, TX

Other Businesses

Independent Contractor representing small pharmaceutical companies; non investment related; sales consultant; started December 2016; devote 1-2 hours per month in total, all during trading hours; my role is generating and maintaining sales WD VENTURES LLC POSITION: Consultant NATURE: Consultant/ Contracted business development and sales for privately held businesses INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2016 ADDRESS: 1002 Valencia Ave, ORLANDO FL 32804, United States DESCRIPTION: Generate new business Maintain sales DUDLEY FAMILY LLLP POSITION: Owner NATURE: Family Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/24/1984 ADDRESS: 417 WASHINGTON ROAD, THOMSON GA 30824, United States DESCRIPTION: Limited Partner LIFEROC CAPITAL POSITION: Consultant NATURE: Life Roc is in the Life Settlement business. They have relationships with buyers of life insurance policies and they help generate the highest offer to my clients. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2022 ADDRESS: 11620 Wilshire Blvd, 9th floor, Los Angeles CA 90025, United States DESCRIPTION: I occasionally have clients or prospects that no longer need their life insurance policy. If this opportunity presents itself, I will engage with LifeRoc to ensure my clients receive the best offer possible for their life insurance asset. DBA CRESCENT WEALTH POSITION: Consultant NATURE: Insurance- Fixed and Variable INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 06/01/2022 ADDRESS: 1089 W Morse Blvd Suite C, Winter Park FL 32789, United States DESCRIPTION: Business development, case design, case submission and application, servicing existing clients

Exams

• S66 Uniform Combined State Law Examination
  2021-08-04

Other Names

• William Dudley Dudley