Inactive

Kally Jo Alkire

Act Wealth Management, LLC

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Current Employers

Act Wealth Management, Llc

One Bethany East 900 West Bethany Drive, Suite 150, Allen, TX 75013 • United States

Current Registrations

Authority	Category	Status	Date
NM	RA	APPROVED	2019-06-28
TX	RA	APPROVED	2016-11-16

NM RA
APPROVED

Since 2019-06-28
TX RA
APPROVED

Since 2016-11-16

Branch Locations

One Bethany East 900 West Bethany Drive, Suite 150, Allen, TX 75013 • 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
Act Wealth Management	Plano	TX	07/2016	Present
Ann Taylor Loft	Dallas	TX	10/2013	11/2018

07/2016 → Present

Act Wealth Management

Plano, TX
10/2013 → 11/2018

Ann Taylor Loft

Dallas, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-11-16

S65 Uniform Investment Adviser Law Examination

2016-11-16

Designations

Other Names

Kally J. Alkire

View on SEC IAPD

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