Alvin Isiah Knox
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
18 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Warren Street Wealth Advisors, LLCJun 2025 to now
- LPL EnterpriseFeb 2025 to Jun 2025
- Fidelity InvestmentsFeb 2023 to May 2025
- Western Governors UniversityApr 2022 to Feb 2023
- Robert HalfMay 2019 to Apr 2022
- Ameriprise Financial Services, IncFeb 2019 to May 2019
- UnemployedOct 2018 to Feb 2019
- JP Morgan ChaseSep 2018 to Oct 2018
- Charles Schwab & Co., Inc.Mar 2017 to Sep 2018
- Knox Property ManagementJan 2010 to Mar 2017
- Simple Lawn CareJan 2008 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Warren Street Wealth Advisors, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6778023
- 173447