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565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-04 |
| AZ | RA | APPROVED | 2024-06-03 |
Branch Locations
401 Union Street, 31St Floor, Seattle, WA 98101 • United States
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Inc. | Columbus | OH | 05/2019 | 05/2023 |
| Tailored Management | Scottsdale | AZ | 09/2018 | 05/2019 |
| The Original Chopshop Co | Phoenix | AZ | 09/2017 | 08/2018 |
| The University Of Arizona | Tuscon | AZ | 06/2017 | 08/2017 |
| Nike | Portland | AZ | 08/2016 | 05/2017 |
| Transamerica Investors Securities Corporation | Phoenix | AZ | 06/2023 | 07/2023 |
| Transamerica Life Insurance Company | Phoenix | AZ | 06/2023 | 07/2023 |
| Alliant Retirement Consulting - Crd # 167970 | New York | NY | 07/2023 | Present |
| Xl Entertainment | Tucson | AZ | 05/2024 | 12/2025 |
| Alliant Insurance Services, Inc. | New York | NY | 07/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2024 | 07/2025 |
| Osaic Wealth, Inc. | New York | NY | 07/2025 | Present |
1. NAME OF OTHER BUSINESS: ALLIANT RETIREMENT CONSULTING - CRD # 167970; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISER; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: NON-PRODUCING / ADMINISTRATIVE ROLE; 2. NAME OF OTHER BUSINESS: ALLIANT INSURANCE SERVICES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA NAME FOR TOA COMPLIANCE WORK, 401(K) CONSULTING SERVICES, RETIREMENT PLANS, FIXED INSURANCE - LIFE & HEALTH, AND GROUP BENEFITS; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: ACCOUNT EXECUTIVE - 401(K); APX NUMBER OF HOURS PER WEEK: 40. APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: SUPPORTING SALES TEAM VIA ADMINISTRATIVE ROLE TO GROW AND RETAIN RETIREMENT BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-22 |
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