Ronald William Devon

Current Employers

Employment History

• 01/2016 → 11/2018
  Kms Financial Services, Inc.
  Seattle, WA
• 08/2014 → Present
  Dynamic Capital Management
  Anchorage, AK
• 01/2016 → Present
  Wilson & Albers Company, Llc
  Anchorage, AK
• 11/2018 → 08/2024
  Triad Advisors
  Norcross, GA
• 11/2018 → Present
  Alera Investment Advisors, Llc
  Tacoma, WA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Anchorage, AK

Previous Registrations

• 2016-01-25 → 2018-11-01
  Kms Financial Services, Inc.
  Anchorage, AK
• 2014-08-21 → 2016-03-10
  Dynamic Capital Management, Inc.
  Anchorage, AK
• 2013-09-17 → 2014-08-01
  Msi Financial Services, Inc.
  Anchorage, AK

Other Businesses

1)Alera Investment Advisors,LLC;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;investment advisory accounts/financial planning;IAR;11/1/2018;5 hrs/month;.5 hrs during trading;assisting in the service of investment advisory clients 2)The Wilson Agency;not investment related;300 A St,#400,Anchorage,AK 99503;dba;advisor assistant;11/1/2018;160 hrs/month;4 hrs during trading;assist in the service of investment advisory clients 3)Dynamic Capital Management;investment related;1007 West 3rd Ave,Suite 203;Anchorage,AK 99501;RIA;data entry;8/2014;10-12 hrs/month;0 hrs during trading;data entry 4)Wilson Albers;not investment related;3000 A Street,Suite 400,Anchorage,AK 99503;dba;advisor assistant;11/1/2018;160 hrs/month;4 hrs during trading;assist in the service of investment advisory clients 5)Alera Group;investment related;3 Parkway North,Ste 500,Deerfield,IL;corporation and parent company for the Alera affiliates;account manager;1/30/2018;160 hrs/month;80 hrs during trading;financial professional for Alera Group,which operates under dba names Alera Group Wealth Services and Alera Group Retirement Plan Services

Exams

• S66 Uniform Combined State Law Examination
  2013-08-14

Other Names

• Ron Devon