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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-03-02 |
| WI | RA | APPROVED | 2010-04-13 |
Branch Locations
135 South 84Th Street Suite 135, Milwaukee, WI 53214 • United States
135 S. 84Th Street Suite 135, Milwaukee, WI 53214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2007-08-28 |
Branch Locations
135 S. 84Th Street Suite 135, Milwaukee, WI 53214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Milwaukee | WI | 12/2006 | Present |
| Alliance Wealth Management, Inc. | Milwaukee | WI | 08/2007 | Present |
| Real Estate | Milwaukee | WI | 10/2007 | Present |
| Insurance Non Variable | Milwaukee | WI | 12/2006 | Present |
| Alliance Wealth Management | Milwaukee | WI | 11/2007 | Present |
(1)Name of Business: Alliance Wealth Management Address: 135 s84th street, suite 135, milwaukee wi 53214, milwaukee, WI, 53214, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 11/07/2007 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 11-20 Description of duties: financial planning (2)Name of Business: Alliance Wealth Management milwaukee Address: 135 S 84th St Ste 135, Milwaukee, WI, 53214, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/08/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: life and ltc insurance (3)Name of Business: Alliance Wealth Management Milwaukee, Inc Address: 135 S 84th St Ste 135, Milwaukee, WI, 53214-1477, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 12/06/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Wealth management, chief compliance officer (4)Name of Business: NA Address: w304n2892 grand haven dr, pewaukee, WI, 53072, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/1987 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-26 |
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