Haley Lynn Ellis

Current Employers

Employment History

• 08/2014 → 04/2018
  Grand Valley State University
  Allendale, MI
• 01/2026 → Present
  Allegiance Financial Group Advisory Services Llc
  Wilmington, NC
• 09/2018 → 09/2022
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 09/2016 → 06/2018
  Denison Financial
  Grand Rapids, MI
• 11/2022 → 11/2023
  Cooke Capital, Inc.
  Wilmington, NC
• 06/2018 → 09/2018
  Unemployed
  Allenton, MI
• 11/2022 → Present
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 09/2018 → 09/2022
  Cooke Capital Inc.
  Wilmington, NC
• 10/2022 → 10/2022
  Newedge Securities
  Pittsburgh, PA
• 10/2022 → 10/2022
  Newedge Advisors
  New Orleans, LA
• 11/2023 → 12/2025
  Allegiance Financial Group Advisory Services Llc
  Wilmington, NC

Previous Registrations

• 2022-10-03 → 2022-10-31
  Newedge Advisors
  Boston, MA
  New Orleans, LA
• 2021-09-03 → 2022-09-19
  Allegiance Financial Group
  Wilmington, NC
  Vienna, VA
  Goldsboro, NC
• 2019-01-02 → 2021-10-07
  Acorn Financial Advisory Services, Inc.
  Wilmington, NC
  Reston, VA
• 2018-11-12 → 2018-12-31
  The Strategic Financial Alliance, Inc.
  Wilmington, NC
  Atlanta, GA

Other Businesses

1. Name: Allegiance Financial Group Advisory Services Position: Employee - W2 Nature: RIA Investment Related: Yes Hours: 160 Securities Trading Hours: 160 Start Date: 11/01/2023 Address: 374 Maple Ave E, Suite 204, Vienna VA 22180, United States Description: Chief Operating Officer 2. Name: Hoppy Tides Rabbit Rescue Position: Secretary Nature: Rabbit rescue Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 10/01/2025 Address: Wilmington, NC, 28403 Description: Volunteer-position 3. Name: HLE Holdings, LLC Position: Owner Nature: Holding Company of company stock Investment Related: No Total Hours: 1 Securities Trading Hours: 0 Start Date: 01/01/2026 Address: 217 Atlanta Ave; APT 2A, Carolina Beach, NC, 28428 Description: Holding Company

Exams

• S66 Uniform Combined State Law Examination
  2018-11-09

Designations

Other Names

• Haley Lynn Tolitsky