Alyse Dominguez

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → Present
  Carson Wealth - Orlando
  Orlando, FL
• 04/2021 → 04/2022
  Charles Schwab
  Orlando, FL
• 01/2020 → 04/2021
  The Financial Advisory Group, Inc.
  Houston, TX
• 05/2019 → 12/2019
  The Financial Advisory Group, Inc.
  Houston, TX
• 09/2018 → 11/2019
  Capstone Real Estate Investments
  Lubbock, TX
• 06/2018 → 08/2018
  Mitchellclark & Company
  Brenham, TX
• 12/2017 → 04/2018
  United Realty & Investment Co.
  College Station, TX
• 11/2016 → 10/2017
  Asset Campus Housing
  Bryan, TX
• 06/2017 → 08/2017
  Parkway Wealth Management Group
  Plano, TX
• 11/2015 → 09/2016
  Rokrbox
  College Station, TX
• 08/2014 → 05/2018
  Student - Texas A&M University
  College Station, TX
• 08/2018 → 12/2019
  Student - Texas Tech University
  Lubbock, TX
• 01/2023 → Present
  Cwm, Llc
  Omaha, NE
• 07/2023 → Present
  Allworth Financial, Lp
  Folsom, CA

Previous Registrations

• 2023-02-13 → 2023-06-29
  Cwm, Llc
  Orlando, FL
  Omaha, NE

Other Businesses

1. NAME OF BUSINESS: Cyclebar NATURE: Exercise START: 8/16/2022 POSITION: Instructor APPX. HRS/MONTH: 9 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Instructor

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-04