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Trust Alliance Wealth Partners LLC CRD 318514
$6.80M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Owensboro, KY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trust Alliance Wealth Partners Llc | Owensboro | KY | 12/2021 | Present |
| Pylorus Asset Management Llc | Owensboro | KY | 03/2009 | Present |
Pylorus Asset Management LLC. This business is investment related. The address is 1801 S. Griffith Ave., Owensboro, KY 42301. The business owns commercial rental real estate. My position is the managing member of the LLC. The business started in March, 2009. The approximate hours per month are 1 and they are outside of securities trading hours. My duties are to discuss any rental issues with the property manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-26 |
| S66 | Uniform Combined State Law Examination | 1999-11-09 |
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