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Advisor at ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
Alcoa, TN | KNOXVILLE, TN
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 |
|---|---|---|---|---|---|---|
| ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | Independent wealth | Aug 18, 2021 | n/a | yes | Alcoa, TN|KNOXVILLE, TN | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jun 2, 2017 | Dec 31, 2021 | no | Knoxville, TN|Alc, TN | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 25, 2015 | Jun 12, 2017 | no | MARYVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | Dec 31, 2021 | Aug 18, 2021 | -135 | Firm change after gap | Ibd to new firm |
| LPL FINANCIAL LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jun 12, 2017 | Jun 2, 2017 | -10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:313195:TN:2021-12-31 | Dec 31, 2021 | Aug 18, 2021 | ALC, TN | Firm change after gap |
| 6413:134139:TN:2017-06-12 | Jun 12, 2017 | Jun 2, 2017 | MARYVILLE, TN | Firm change |