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.

Current firm

THE FIDUCIARY ALLIANCE

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 30, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jan 30, 1987

First registration

Aug 3, 2007

Dual registered

no

IAPD individual key

1568743

• Occurred

  Jun 6, 2023
  Advisor changed firm

  Christopher Lawrence Balcerowiak left Ameriprise Financial Services, Llc for The Fiduciary Alliance (registered 2023-05-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:67879f67-6bb7-96e3-f7aa-e2756d8de1d2

First observed

Aug 3, 2007

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.