Patrick Ralph Tinkham

Retirement And Wealth At Alliant, LLC

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Current Employers

Retirement And Wealth At Alliant, Llc

565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-04-01
TX	RA	APPROVED	2025-03-25

AZ RA
APPROVED

Since 2025-04-01
TX RA
APPROVED

Since 2025-03-25

Branch Locations

565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States

Chandler, AZ • 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

Organization	City	State	From	To
Canada Life Assurance Company	Edmonton		11/2015	11/2020
Empower Retirement	Greenwood Village	CO	12/2020	04/2021
The Vanguard Group, Inc.	Scottsdale	AZ	05/2021	02/2025
Alliant Retirement Services, Llc	Chandler	AZ	02/2025	Present
Osaic Wealth, Inc.	Austin	TX	07/2025	Present

11/2015 → 11/2020

Canada Life Assurance Company

Edmonton
12/2020 → 04/2021

Empower Retirement

Greenwood Village, CO
05/2021 → 02/2025

The Vanguard Group, Inc.

Scottsdale, AZ
02/2025 → Present

Alliant Retirement Services, Llc

Chandler, AZ
07/2025 → Present

Osaic Wealth, Inc.

Austin, TX

Previous Registrations

2021-06-09 → 2024-12-31

Vanguard Advisers, Inc.

Scottsdale, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-02
S63	Uniform Securities Agent State Law Examination	2020-12-23

S66 Uniform Combined State Law Examination

2021-06-02
S63 Uniform Securities Agent State Law Examination

2020-12-23

Other Names

Pat Tinkham
Patrick Tinkham

View on SEC IAPD

Other Firms

ADDIS & HILL, INCORPORATED

CHARLES SCHWAB & CO., INC.

PNC WEALTH MANAGEMENT LLC

HORNOR, TOWNSEND & KENT, LLC

TODOROW CAPITAL PARTNERS LLC

HARVEST FUND ADVISORS LLC

ACT CAPITAL MANAGEMENT, LLC

FOCUS PARTNERS WEALTH, LLC

Other Investors

Kelly F Bashore

KENT RUSSELL ADDIS

Flynn Michael Ryan

PETER MASTROMARCO

KENNETH WAYNE LISKEY

Colleen Maura Lotto

Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA

CHARLES SCHWAB & CO., INC. · Wayne, PA

PNC WEALTH MANAGEMENT LLC · Wayne, PA

HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA

TODOROW CAPITAL PARTNERS LLC · WAYNE, PA

HARVEST FUND ADVISORS LLC · WAYNE, PA

ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA

FOCUS PARTNERS WEALTH, LLC · Wayne, PA

More in Wayne, PA

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