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11872 Sunrise Valley Drive Suite 200, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2005-12-05 |
| VA | RA | APPROVED | 2001-07-18 |
Branch Locations
11872 Sunrise Valley Dr. Suite 200, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-12 |
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