PORTFOLIO ADVISORS ALLIANCE, LLC X-17A-5 (2018-03-01) — Broker-dealer annual report

Full text of PORTFOLIO ADVISORS ALLIANCE, LLC's X-17A-5 filed 2018-03-01 (period 2017-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: PORTFOLIO ADVISORS ALLIANCE, LLC
• Form: X-17A-5
• Filed: 2018-03-01
• Period: 2017-12-31
• Accession: 0001097725-18-000001
• CIK: 1097725
• File #: 8-52125
• Material weakness: No
• Auditor: Rubio CPA, PC
• Auditor location: Atlanta, GA
• Contact: Jon Nixon
• Phone: 5164908400
• Signed by: Kerri Wasserman (Chief Compliance Officer)

Document text (excerpt)

X-17A-5 0001097725 XXXXXXXX LIVE true false false 01-01-2017 12-31-2017 Broker-dealer N PORTFOLIO ADVISORS ALLIANCE, LLC 535 FIFTH AVENUE 4TH FLOOR NEW YORK NY 10017 Jon Nixon 5164908400 Rubio CPA, PC 900 Circle 75 Parkway Suite 1100 Atlanta GA 30339 Certified Public Accountant Kerri Wasserman PORTFOLIO ADVISORS ALLIANCE, LLC 12-31-2017 Kerri Wasserman Chief Compliance Officer Y

Read the full text as markdown

Other filings by this registrant

• X-17A-5 — 2019-03-11
• X-17A-5 — 2017-03-01
• X-17A-5 — 2016-03-01
• X-17A-5 — 2015-03-02
• X-17A-5 — 2014-03-04
• X-17A-5 — 2013-03-01
• X-17A-5 — 2012-02-29
• X-17A-5 — 2011-03-01
• X-17A-5 — 2010-03-01
• X-17A-5 — 2009-03-02
• X-17A-5 — 2008-02-29
• X-17A-5 — 2007-02-28

Original filing on SEC EDGAR (source of record)