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Ally Invest Advisors CRD 170301
$1.73B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-27 |
Branch Locations
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
2911 Lake Vista Drive , Lewisville, TX 75067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Herbert Flowers High School | Springdale | MD | 04/2014 | 06/2017 |
| Virginia Union University | Richmond | VA | 08/2017 | 05/2021 |
| Ea Renfroe | Birmingham | AL | 06/2021 | 01/2022 |
| Truist Bank | Arlington | TX | 06/2024 | 09/2024 |
| Diamonds Direct Frisco | Frisco | TX | 04/2022 | 10/2022 |
| Auto Haven Frisco | Frisco | TX | 10/2022 | 08/2023 |
| Bountiful Harvest, Llc | Greenville | MS | 01/2021 | 05/2024 |
| Equitable Advisors, Llc | Dallas | TX | 01/2025 | 07/2025 |
| Allstate | Murphy | TX | 12/2025 | 07/2026 |
| Wift Llc | Midlothian | TX | 07/2025 | 08/2025 |
| Dexian | Lewisville | TX | 09/2025 | 10/2025 |
| Loews Hotels | Arlington | TX | 12/2024 | 04/2025 |
| Ntxos Service Corp Optima | Dallas | TX | 08/2023 | 10/2023 |
| Ally Invest Securities Llc | Lewisville | TX | 08/2026 | Present |
| Ally Invest Advisors | Charlotte | NC | 08/2026 | Present |
| Unemployed | Farmers Branch | TX | 10/2025 | 12/2025 |
| Unemployed | Arlinton | TX | 09/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-12 |
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