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Advisor Alliance LLC CRD 289813
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
120 N Princess St, Shepherdstown, WV 25443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-30 |
| VA | RA | APPROVED | 2018-07-12 |
| WV | RA | APPROVED | 2018-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ours Lawyer Lewis & Co Pllc | Charles Town | WV | 06/2007 | Present |
| Advisor Alliance Llc | Shepherdstown | WV | 07/2017 | Present |
Member/Partner of CPA firm - Ours Lawyer Lewis & Company PLLC Member of various Limited Liability Companies involved in real estate development and other business activities Board member - Jefferson Security Bank (a community bank) Owner of single member LLC RIA, therefore no salary is paid, but all profits from RIA go to me.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-25 |
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