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Advisor at ALERA INVESTMENT ADVISORS, LLC
Virginia Beach, VA | VIRGINIA BEACH, VA | DEERFIELD, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | Mixed wealth | Jul 18, 2023 | n/a | yes | Virginia Beach, VA|DEERFIELD, IL | Current employment |
| THE ASCENT GROUP, LLC | Independent wealth | Jun 9, 2021 | n/a | yes | VIRGINIA BEACH, VA | Current employment |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | May 30, 2008 | Jun 9, 2021 | no | CINCINNATI, OH|LINCOLN, NE|VIRGINIA BEACH, VA|Freeport, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES | THE ASCENT GROUP, LLC | Jun 9, 2021 | Jun 9, 2021 | 0 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 14869:314424:NY:2021-06-07 | Jun 9, 2021 | Jun 9, 2021 | FREEPORT, NY | Firm change |