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Kobe Ryan Furness

Alliance Wealth Advisors, LLC

Centerville, UT

CRD 7797054

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Employer firm

Alliance Wealth Advisors, LLC CRD 314668

$552M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars
  • ASSET ALLOCATION SERVICES; ADVISORY CONSULTING

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

Current Employers
Alliance Wealth Advisors, Llc

1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-09-11
TX RA APPROVED 2023-09-08
  • UT RA
    APPROVED
    Since 2023-09-11
  • TX RA
    APPROVED
    Since 2023-09-08

Branch Locations

1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014 • 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
Alliance Wealth Advisors, Llc Bountiful UT 09/2022 Present
Alliance Wealth Advisors, Llc Bountiful UT 08/2023 Present
United Parcel Service Salt Lake City UT 11/2018 Present
Wasatch Kids Camp Salt Lake City UT 06/2022 08/2022
Utah Reads (University Of Utah) Salt Lake City UT 10/2021 05/2022
Capital Consultants Management Corporation South Jordan UT 08/2020 11/2021
University Of Utah Salt Lake City UT 08/2019 07/2020
Pho Hong Chau Salt Lake City UT 10/2018 11/2018
Church Service Missions Travel NL 09/2016 10/2018
  • 09/2022 → Present
    Bountiful, UT
  • 08/2023 → Present
    Bountiful, UT
  • 11/2018 → Present
    United Parcel Service
    Salt Lake City, UT
  • 06/2022 → 08/2022
    Wasatch Kids Camp
    Salt Lake City, UT
  • 10/2021 → 05/2022
    Utah Reads (University Of Utah)
    Salt Lake City, UT
  • 08/2020 → 11/2021
    Capital Consultants Management Corporation
    South Jordan, UT
  • 08/2019 → 07/2020
    University Of Utah
    Salt Lake City, UT
  • 10/2018 → 11/2018
    Pho Hong Chau
    Salt Lake City, UT
  • 09/2016 → 10/2018
    Church Service Missions
    Travel, NL
Other Businesses

United Parcel Service (UPS), Not investment-related, 2040 Parkway Blvd., Salt Lake City, IT 84119, Package Handling/Delivery, Package Handler, Start date-11/26/2018. 60 hours per month. 0 hours during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-08
  • S65 Uniform Investment Adviser Law Examination
    2023-09-08

View on SEC IAPD

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