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565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-03-19 |
Branch Locations
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliant Retirement Services, Llc | Alpharetta | GA | 06/2023 | Present |
| Louisiana State University | Baton Rouge | LA | 06/2012 | 06/2022 |
| Unemployed/Homemakling | Mt. Pleasant | SC | 06/2022 | 06/2023 |
Alliant Insurance Services, Inc. Investment Related: No, insurance agency Address of other business: 701 B Street, 6th Floor, San Diego, CA 92101 Nature of the Business: Employee Benefits/Insuance Title/Relationship: Alliant Insurance owns RIA and companies are in a strategic relationship to provide employer level benefits including 401(k) Start Date: 6/19/2023 Hours a month: 1 Duties: work with employee benefits to promote 401(k)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-18 |
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