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Allison Elizabeth Loring

Moneco Advisors

Pittsfield, MA

Fairfield, CT

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Current Employers
Moneco Advisors

2150 Post Road, Suite 201, Fairfield, CT 06824 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-06-11
CT RA APPROVED 2023-11-29
  • MA RA
    APPROVED
    Since 2024-06-11
  • CT RA
    APPROVED
    Since 2023-11-29

Branch Locations

101 Hawthorne Ave, Pittsfield, MA 01201 • United States

2150 Post Road, Suite 201, Fairfield, CT 06824 • 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
Unemployed New York NY 12/2015 09/2017
Lenox Memorial Middle High School Lenox MA 09/2017 06/2019
Hyatt Corporation Lenox MA 06/2019 09/2019
Pittsfield Cooperative Bank Pittsfield MA 10/2019 02/2020
Adcm, Llc Dba Willow Pittsfield MA 02/2020 10/2023
Moneco Advisors Llc Fairfield CT 10/2023 10/2024
Moneco Advisors, Llc Fairfield CT 10/2024 Present
  • 12/2015 → 09/2017
    Unemployed
    New York, NY
  • 09/2017 → 06/2019
    Lenox Memorial Middle High School
    Lenox, MA
  • 06/2019 → 09/2019
    Hyatt Corporation
    Lenox, MA
  • 10/2019 → 02/2020
    Pittsfield Cooperative Bank
    Pittsfield, MA
  • 02/2020 → 10/2023
    Adcm, Llc Dba Willow
    Pittsfield, MA
  • 10/2023 → 10/2024
    Moneco Advisors Llc
    Fairfield, CT
  • 10/2024 → Present
    Moneco Advisors, Llc
    Fairfield, CT
Previous Registrations
  • 2023-05-12 → 2023-12-07
    Willow
    Pittsfield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-11
S63 Uniform Securities Agent State Law Examination 2013-08-23
  • S65 Uniform Investment Adviser Law Examination
    2023-05-11
  • S63 Uniform Securities Agent State Law Examination
    2013-08-23
Other Names
  • Allison Loring

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · PITTSFIELD, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pittsfield, MA
COMMONWEALTH FINANCIAL NETWORK · PITTSFIELD, MA
RAYMOND JAMES & ASSOCIATES, INC. · PITTSFIELD, MA
LPL FINANCIAL LLC · PITTSFIELD, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PITTSFIELD, MA
HANLEY & ASSOCIATES LLC · PITTSFIELD, MA
EAST RIVER CAPITAL MANAGEMENT LLC · PITTSFIELD, MA

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