David Michael Pabin

Alera Investment Advisors, LLC

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Current Employers

Alera Investment Advisors, Llc

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-04

TX RA
APPROVED

Since 2025-11-04

Branch Locations

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

Wylie, TX • 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
Woodbury Financial Services Inc	Wylie	TX	12/2004	01/2024
Osaic Wealth, Inc.	Wylie	TX	01/2024	04/2026
Alera Investment Advisors	Wylie	TX	11/2025	Present
Osaic Wealth, Inc.	Wylie	TX	01/2024	Present
Alera Group	Wylie	TX	11/2025	Present

12/2004 → 01/2024

Woodbury Financial Services Inc

Wylie, TX
01/2024 → 04/2026

Osaic Wealth, Inc.

Wylie, TX
11/2025 → Present

Alera Investment Advisors

Wylie, TX
01/2024 → Present

Osaic Wealth, Inc.

Wylie, TX
11/2025 → Present

Alera Group

Wylie, TX

Previous Registrations

2014-06-10 → 2024-01-19

Woodbury Financial Services, Inc.

Wylie, TX

Wylie, TX

Other Businesses

Alera Group Insurance; investment related; 210 Lago Grande Trail Wylie, TX 75098; 11/2025; varies; varies; sell annuities, life or health insurance

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-04-15
S63	Uniform Securities Agent State Law Examination	1991-05-22

S65 Uniform Investment Adviser Law Examination

2014-04-15
S63 Uniform Securities Agent State Law Examination

1991-05-22

View on SEC IAPD

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