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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED_RES | 2016-10-19 |
Branch Locations
924 Anacapa St. Ste. 2O, Santa Barbara, CA 93101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Wealth Strategies | Santa Barbara | CA | 10/2015 | Present |
| Securities America, Inc. | Santa Barbara | CA | 01/2013 | 09/2016 |
| Securities America Advisors, Inc. | Santa Barbara | CA | 01/2013 | 09/2016 |
| United Planners Financial Services | Scottsdale | AZ | 09/2016 | Present |
| Santa Barbara City College/Santa Barbara Unified School District | Santa Barbara | CA | 11/2014 | Present |
| Child Evangelism Fellowship | Santa Barbara | CA | 11/2012 | Present |
| Santa Barbara Children'S Museum (Moxi) | Santa Barbara | CA | 11/2008 | Present |
| Alliance Wealth Strategies | Santa Barbara | CA | 05/2009 | Present |
| Santa Barbara City College/Santa Barbara Unified School District | Santa Barbara | CA | 11/2014 | Present |
| Sergio Villa | Santa Barbara | CA | 03/2021 | Present |
1.) SANTA BARBARA CITY COLLEGE/SANTA BARBARA UNIFIED SCHOOL DISTRICT/SAN MARCOS HIGH SCHOOL - ADJUNCT PROFESSOR/TEACHER - SANTA BARBARA, CA - SINCE 11/2014 - NOT INVESTMENT RELATED 2.) SANTA BARBARA CHILDREN'S MUSEUM (MOXI) - SECRETARY - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - SANTA BARBARA, CA - SINCE 11/2008 - NOT INVESTMENT RELATED 3.) CHILD EVANGELISM FELLOWSHIP - BOARD MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - SANTA BARBARA, CA - SINCE 11/2012 - NOT INVESTMENT RELATED 4.) ALLIANCE WEALTH STRATEGIES - PRESIDENT/OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - SANTA BARBARA, CA - SINCE 05/2009 - INVESTMENT RELATED 5.) SERGIO VILLA - CA INSURANCE AGENT - NON-VARIABLE INSURANCE - SANTA BARBARA, CA - 03/2021 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-14 |
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