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Julia Scaringe Sell

Retirement And Wealth At Alliant, LLC

Wayne, PA

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Current Employers
Retirement And Wealth At Alliant, Llc

565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-03-19
  • SC RA
    APPROVED
    Since 2024-03-19

Branch Locations

565 E. Swedesford Road Suite 100, Wayne, PA 19087 • 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
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
  • 06/2023 → Present
    Alliant Retirement Services, Llc
    Alpharetta, GA
  • 06/2012 → 06/2022
    Louisiana State University
    Baton Rouge, LA
  • 06/2022 → 06/2023
    Unemployed/Homemakling
    Mt. Pleasant, SC
Other Businesses

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)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-18
  • S65 Uniform Investment Adviser Law Examination
    2024-03-18
Other Names
  • Julia Sell

View on SEC IAPD

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