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Ally Invest Advisors CRD 170301
$1.73B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-20 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
2911 Lake Vista Drive, Lewisville, TX 75067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 09/2018 | 05/2020 |
| The Cheesecake Factory | Arlington | TX | 11/2014 | 08/2018 |
| Ally Invest Securities Llc | Charlotte | NC | 12/2020 | Present |
| Unemployed | Fort Worth | TX | 05/2020 | 12/2020 |
| Rosas Construction | Fort Worth | TX | 10/2024 | Present |
| Ally Invest Advisors | Charlotte | NC | 08/2025 | Present |
Rosas Construction. Not investment related. Construction and remodeling. Hours per month will vary. Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-20 |
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