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William B. Krusheski

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CRD#: 4844747
WK

Professional summary

William Blaze Krusheski was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

William is a previously registered financial professional and started their career in finance in 2005. Prior to being barred, William had worked at 1 firm, which includes PORTFOLIO ADVISORS ALLIANCE LLC.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 14, 2005 - October 15, 2008

PORTFOLIO ADVISORS ALLIANCE, LLC

BD
CRD#: 101680
CARLSBAD, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 9/17/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/20/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 8/5/2005
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 82
Date: 9/27/2004
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 6
Date: 9/15/2004
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/9/2006
General Securities Principal Examination

Current Firm

PA
PORTFOLIO ADVISORS ALLIANCE, LLC
PORTFOLIO ADVISORS ALLIANCE, INC. | PORTFOLIO ADVISORS ALLIANCE, LLC

CRD#: 101680 / SEC#: , 8-52125

BD
Revoked by SEC on 04/30/2020
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 11/04/2015
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
ALLEN PARTNERS CAPITAL GROUP LLCDIRECT OWNER
NIXON, JON ALANPRINCIPAL FINANCIAL OFFICER4710715
NIXON, JON ALANFINANCIAL PRINCIPAL4710715
NIXON, JON ALANPRINCIPAL OPERATIONS OFFICER4710715
WASSERMAN-NIR, KERRI LYNNPRESIDENT & CCO2376090

Disclosures

Regulatory Event5
Civil Event1
Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

PORTFOLIO ADVISORS ALLIANCE, LLC

CRD#: 101680

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