Allison Allen Kistler

Current Employers

Employment History

• 08/2010 → 11/2016
  Wells Fargo Advisors, Llc
  Mclean, VA
• 11/2016 → 10/2018
  Wells Fargo Clearing Services, Llc
  Mclean, VA
• 10/2018 → 05/2022
  Raymond James Financial Services, Inc
  Washington, DC
• 10/2018 → 11/2023
  Steward Partners Global Advisory Llc
  Washington, DC
• 10/2018 → Present
  Steward Partners Investment Advisory, Llc
  Mclean, VA
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Mclean, VA
• 11/2023 → Present
  Sullender Utley Financial Group, Llc
  Mclean, VA

Previous Registrations

• 2015-10-21 → 2018-10-09
  Wells Fargo Clearing Services, Llc
  Mclean, VA

Other Businesses

(1) Name of Business: Steward Partners Investment Advisory LLC Address: 1800 Tysons Blvd Ste 360, Mc Lean, VA, 22102, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes; Start Date: 10/04/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Advisor Representative 2)Name of business: National Institute of Transition Planning (NITP); Type of Activity: Part-time employment; Nature of Business: Speaker at Training Seminars for NITP; City/State: Rockville, MD; Position: Speaker; List of duties: Speaker for financial planning portion of employee education seminars for retirement planning; Start date: 01/14/2024; 2-10 HRS/Mo devoted to activity; 2-10 HRS/MO devoted during business hours; Not Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-21

Designations

Other Names

• Allison Allen Kistler
• Allison Allen
• Allison Erin Allen