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Harold Joseph Moran

Sustainable Advisors Alliance LLC

Tulsa, OK

Saratoga Springs, NY

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Current Employers
Sustainable Advisors Alliance Llc

12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-15
  • NY RA
    APPROVED
    Since 2021-04-15

Branch Locations

12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States

Saratoga Springs, NY • 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
Portfolio Resources Advisor Group Saratoga Springs NY 09/2011 04/2021
Sustainable Advisors Alliance Llc Tulsa OK 04/2021 Present
Portfolio Resources Group Saratoga Springs NY 09/2011 12/2019
  • 09/2011 → 04/2021
    Portfolio Resources Advisor Group
    Saratoga Springs, NY
  • 04/2021 → Present
    Sustainable Advisors Alliance Llc
    Tulsa, OK
  • 09/2011 → 12/2019
    Portfolio Resources Group
    Saratoga Springs, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-12-29
  • S63 Uniform Securities Agent State Law Examination
    1986-12-29
Designations
Other Names
  • Harry Moran

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

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