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William J Daniel

Alera Investment Advisors, LLC

Marietta, GA

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Current Employers
Alera Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-08-05
  • GA RA
    APPROVED
    Since 2024-08-05

Branch Locations

Marietta, GA • 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
Assuresource Atlanta GA 09/2022 05/2023
Evergreen Health Group Atlanta GA 01/2022 09/2022
Exp Realty Atlanta GA 09/2021 09/2022
Your Home Sold Guaranteed Atlanta GA 09/2020 09/2021
Core Senior Benefits Atlanta GA 11/2019 11/2020
Paramount Benefits Group Valdosta GA 11/2018 11/2019
Valdosta State University Valdosta GA 08/2015 12/2018
Valic Financial Advisors, Inc. Atlanta GA 06/2023 04/2024
Agia Houston TX 06/2023 04/2024
Atlas Real Estate Dunwoody GA 01/2023 03/2025
Alera Investment Advisors, Llc Atlanta GA 08/2024 Present
Arista Advisory Group, Llc Atlanta GA 04/2024 07/2025
Keller Williams Realty First Atlanta Atlanta GA 03/2025 05/2026
  • 09/2022 → 05/2023
    Assuresource
    Atlanta, GA
  • 01/2022 → 09/2022
    Evergreen Health Group
    Atlanta, GA
  • 09/2021 → 09/2022
    Exp Realty
    Atlanta, GA
  • 09/2020 → 09/2021
    Your Home Sold Guaranteed
    Atlanta, GA
  • 11/2019 → 11/2020
    Core Senior Benefits
    Atlanta, GA
  • 11/2018 → 11/2019
    Paramount Benefits Group
    Valdosta, GA
  • 08/2015 → 12/2018
    Valdosta State University
    Valdosta, GA
  • 06/2023 → 04/2024
    Atlanta, GA
  • 06/2023 → 04/2024
    Agia
    Houston, TX
  • 01/2023 → 03/2025
    Atlas Real Estate
    Dunwoody, GA
  • 08/2024 → Present
    Atlanta, GA
  • 04/2024 → 07/2025
    Arista Advisory Group, Llc
    Atlanta, GA
  • 03/2025 → 05/2026
    Keller Williams Realty First Atlanta
    Atlanta, GA
Previous Registrations
Other Businesses

ALERA GROUP, INC. POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS/MONTH: 0 SECURITIES TRADING HOURS/MONTH: 0 START DATE: 11/2018 ADDRESS: 2500 Dallas Hwy Ste 202 Marietta, Ga 30064 DESCRIPTION: Sale of insurance products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-24
  • S66 Uniform Combined State Law Examination
    2023-05-24
Designations
Other Names
  • Will Daniel
  • William Daniel

View on SEC IAPD

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