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Joshua Robison Sorensen

Alera Investment Advisors, LLC

Deerfield, IL

Clovis, CA

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Current Employers
Alera Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-05
  • CA RA
    APPROVED
    Since 2024-09-05

Branch Locations

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

Clovis, CA • 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
Edelman Financial Services, Llc Fairfax VA 04/2016 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 09/2024
Bcg - Alera Group Scottsdale AZ 09/2024 Present
  • 04/2016 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 09/2024
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 09/2024 → Present
    Bcg - Alera Group
    Scottsdale, AZ
Previous Registrations
  • 2018-11-01 → 2024-09-12
    Edelman Financial Engines
    Fairfax, VA
    Fresno, CA
    Clovis, CA
  • 2016-04-14 → 2018-11-01
    Edelman Financial Services, Llc
    Walnut Creek, CA
    Fairfax, VA
    Walnut Creek, CA
  • 2007-10-01 → 2016-04-11
    Cetera Wealth Services, Llc
    Clovis, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-09
  • S66 Uniform Combined State Law Examination
    2007-04-09
Other Names
  • Joshua Robison Sorensen

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Deerfield, IL
CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL
ROBERTS, GLORE & CO. · DEERFIELD, IL
PICKWICK WEALTH MANAGEMENT · DEERFIELD, IL
OSAIC WEALTH, INC. · DEERFIELD, IL
WAVERLY ADVISORS, LLC · Deerfield, IL
LPL FINANCIAL LLC · Deerfield, IL
NADLER FINANCIAL GROUP, INC. · DEERFIELD, IL

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