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Anna Lise Allem

Bannerman Wealth

Glenmoore, PA

Lewisville, TX

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Current Employers
Bannerman Wealth

2560 King Arthur Blvd Suite 124-46, Lewisville, TX 75056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-14
PA RA APPROVED 2022-07-12
  • TX RA
    APPROVED_RES
    Since 2022-07-14
  • PA RA
    APPROVED
    Since 2022-07-12

Branch Locations

Glenmoore, PA • United States

2560 King Arthur Blvd Suite 124-46, Lewisville, TX 75056 • 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
OrganizationCityStateFromTo
Full Time Student Newark DE 08/2016 05/2017
Charleston Beach Works Charleston SC 06/2017 08/2017
Full Time Student Newark DE 09/2017 02/2018
Sei Investments Management Corporation Oaks PA 02/2018 08/2019
Full Time Student Newark DE 09/2014 01/2018
Cooper Financial Group Dba Cooper Mcmanus Irvine CA 05/2021 06/2022
Sarafina Fiber Arts Elkton MD 09/2017 12/2017
Gillett Properties Houston TX 08/2019 10/2020
Massmutual Newport Beach CA 10/2020 05/2021
The Arc Of Chester County West Chester PA 06/2018 05/2025
Bannerman Wealth Glenmoore PA 07/2022 Present
  • 08/2016 → 05/2017
    Full Time Student
    Newark, DE
  • 06/2017 → 08/2017
    Charleston Beach Works
    Charleston, SC
  • 09/2017 → 02/2018
    Full Time Student
    Newark, DE
  • 02/2018 → 08/2019
    Sei Investments Management Corporation
    Oaks, PA
  • 09/2014 → 01/2018
    Full Time Student
    Newark, DE
  • 05/2021 → 06/2022
    Cooper Financial Group Dba Cooper Mcmanus
    Irvine, CA
  • 09/2017 → 12/2017
    Sarafina Fiber Arts
    Elkton, MD
  • 08/2019 → 10/2020
    Gillett Properties
    Houston, TX
  • 10/2020 → 05/2021
    Massmutual
    Newport Beach, CA
  • 06/2018 → 05/2025
    The Arc Of Chester County
    West Chester, PA
  • 07/2022 → Present
    Bannerman Wealth
    Glenmoore, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-30
  • S65 Uniform Investment Adviser Law Examination
    2018-03-30
Designations
Other Names
  • Anna Kowalczyk
  • Anna Lise Kowalczyk
  • Anna L Kowalczyk

View on SEC IAPD

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