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David Paul Cervone

Adviser Alliance, LLC

Boardman, OH

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Current Employers
Adviser Alliance, Llc

Boardman, OH • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2019-08-13
OH RA APPROVED 2017-02-23
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2019-08-13
  • OH RA
    APPROVED
    Since 2017-02-23

Branch Locations

Boardman, OH • 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
Summit Wealth Partners Llc Boardman OH 01/2016 01/2017
Adviser Alliance, Llc Boardman OH 02/2017 Present
Previous Registrations
  • 2016-06-10 → 2018-11-29
    Summit Wealth Partners, Llc
    Boardman, OH
    Orlando, FL
  • 2013-12-13 → 2016-03-29
    Smc Advisory Network, Llc
    Boardman, OH
  • 2008-05-29 → 2013-05-02
    Cetera Advisors Llc
    Boardman, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-03
S63 Uniform Securities Agent State Law Examination 2009-02-04
  • S65 Uniform Investment Adviser Law Examination
    2013-12-03
  • S63 Uniform Securities Agent State Law Examination
    2009-02-04
Other Names
  • Dave Cervone

View on SEC IAPD

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