Best Investors Account Sign in
Current Employers
Integrated Financial Solutions, Inc.

11872 Sunrise Valley Drive Suite 200, Reston, VA 20191 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2005-12-05
VA RA APPROVED 2001-07-18
  • MD RA
    APPROVED
    Since 2005-12-05
  • VA RA
    APPROVED
    Since 2001-07-18

Branch Locations

11872 Sunrise Valley Dr. Suite 200, Reston, VA 20191 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fsc Securities Corporation Atlanta GA 12/2000 11/2023
Ppg Pension Administrators, Llc Reston VA 04/2014 Present
Osaic Wealth, Inc. Reston VA 11/2023 Present
  • 12/2000 → 11/2023
    Fsc Securities Corporation
    Atlanta, GA
  • 04/2014 → Present
    Ppg Pension Administrators, Llc
    Reston, VA
  • 11/2023 → Present
    Osaic Wealth, Inc.
    Reston, VA
Other Businesses

1. INTEGRATED FINANCIAL SOLUTIONS, INC. POSITION: IA NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2002 ADDRESS: 11872 Sunrise Valley Drive, Suite 200, Reston VA 20191, United States DESCRIPTION: Investment Advisory Services Integrated Financial Solutions, Inc. IA Firm CRD #: 112038 Migrated its Virginia Sate registration to SEC registration on May 13, 2021. The registration became effective on May 24th, 2021. 2. PPG PENSION ADMINISTRATORS, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2014 ADDRESS: 11864 Sunrise Valley Drive, Suite 201, Reston VA 20191, United States DESCRIPTION: PPG Pension Administrators, LLC is a Third Party Retirement Plan Administrator focusing onPlan administration and audit of401k, Defined Contribution, Defined Benefit Plans, and Cash-Balance Plans. PPG Pension Adminstrators do not sell insurance, manage assets or provide investment advice to any retirement plans. PPG Administrators does not receive commissions. All fees received are fee for service payments for annual retirement plan valuation and administration. We also do not assume any fiduciary roles with any our plans.PPG Pension administrators operates in a separate office away from my principal office. I am basically an inactive partner that do not participate in day to day operation of the company. 3. M. MICHAEL TAFAZOLI - INSURANCE POSITION: Insurance Sales NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/1997 ADDRESS: 11872 Sunrise Valley Drive, Suite 200, Reston VA 20191, United States DESCRIPTION: Provide insurance recommendation to prespective financial planning clients. Possible insurance sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-03
S63 Uniform Securities Agent State Law Examination 1989-06-12
  • S65 Uniform Investment Adviser Law Examination
    1999-03-03
  • S63 Uniform Securities Agent State Law Examination
    1989-06-12
Designations
Other Names
  • Mehrdad Tafazoli
  • Michael Tafazoli
  • M. Michael Tafazoli

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Reston, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor