Tiffany Katherine Alexy

Employer firm

Core Planning CRD 154660

$525M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-03-02

NC RA
APPROVED

Since 2026-03-02

Branch Locations

706 N Main St, Ofallon, MO 63366 • United States

Durham, NC • United States

Altair Financial Llc

167 E. Chatham Street Suite 300, Cary, NC 27511 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-06-02

NC RA
APPROVED

Since 2025-06-02

Branch Locations

167 E. Chatham Street Suite 300, Cary, NC 27511 • 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

Organization	City	State	From	To
Fathom Realty	Raleigh	NC	01/2015	Present
Divvy Investments Llc	Cary	NC	08/2016	06/2017
Altair Financial Llc	Durham	NC	03/2025	02/2026
Alexy Realty Group	Raleigh	NC	03/2013	Present
Core Planning Llc	Ofallon	MO	02/2026	Present

01/2015 → Present

Fathom Realty

Raleigh, NC
08/2016 → 06/2017

Divvy Investments Llc

Cary, NC
03/2025 → 02/2026

Altair Financial Llc

Durham, NC
03/2013 → Present

Alexy Realty Group

Raleigh, NC
02/2026 → Present

Core Planning Llc

Ofallon, MO

Previous Registrations

2016-08-31 → 2017-06-08

Divvy Investments Llc

Cary, NC

Other Businesses

TIFFANY ALEXY IS THE MANAGING MEMBER OF THE FOLLOWING ENTITIES: --ALEXY REALTY GROUP LLC-REAL ESTATE FIRM, START DATE: 05/2017, ADDRESS:1116 HIGH FOX DRIVE, DURHAM NC 27703, START DATE: 05/2017, 20 HOURS PER WEEK; --ANB HOLDINGS LLC: REAL ESTATE INVESTMENTS (RENTAL PROPERTIES), 1116 HIGH FOX DRIVE, DURHAM NC 27703, 1 HOUR PER WEEK; --REDBIRD REAL ESTATE LLC: REAL ESTATE INVESTMENTS (RENTAL PROPERTIES), START DATE: 6/2021, 50% OWNER, ADDRESS:1116 HIGH FOX DRIVE, DURHAM NC 27703, 1 HOUR PER WEEK --WILLOW BRANCH HOLDINGS LLC: REAL ESTATE INVESTMENTS (RENTAL PROPERTIES), START DATE: 7/2025, 10% OWNER, ADDRESS:1116 HIGH FOX DRIVE, DURHAM NC 27703, 10 HOUR PER WEEK

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-10-20
S63	Uniform Securities Agent State Law Examination	2014-12-19

S65 Uniform Investment Adviser Law Examination

2023-10-20
S63 Uniform Securities Agent State Law Examination

2014-12-19

Other Names

Tiffany K Alexy

View on SEC IAPD