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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

AuthorityCategoryStatusDate
GA RA APPROVED 2024-10-11
  • GA RA
    APPROVED
    Since 2024-10-11

Branch Locations

565 E. Swedesford Road Suite 100, Wayne, PA 19087 • 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
OrganizationCityStateFromTo
Alliant Retirement Services, Llc Alpharetta GA 08/2024 Present
Formpiper Marietta GA 11/2021 05/2022
Possiblenow Duluth GA 05/2022 07/2024
Georgia Southern University Statesboro GA 08/2016 05/2021
Brett Barron Golf Llc Suwanee GA 05/2021 11/2021
  • 08/2024 → Present
    Alliant Retirement Services, Llc
    Alpharetta, GA
  • 11/2021 → 05/2022
    Formpiper
    Marietta, GA
  • 05/2022 → 07/2024
    Possiblenow
    Duluth, GA
  • 08/2016 → 05/2021
    Georgia Southern University
    Statesboro, GA
  • 05/2021 → 11/2021
    Brett Barron Golf Llc
    Suwanee, GA
Other Businesses

Alliant Insurance; Not business; 1125 Sanctuary Parkway, Suite 300, Alpharetta, GA 30009; Insurance sales, Assoc. Producer; 08/2024; 1 hour; producing leads for other insurance producers through cross-sell.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-17
  • S65 Uniform Investment Adviser Law Examination
    2024-09-17

View on SEC IAPD

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