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374 Maple Avenue East Suite 204, Vienna, VA 22180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-10 |
| VA | RA | APPROVED | 2021-09-03 |
Branch Locations
374 Maple Avenue East Suite 204, Vienna, VA 22180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 08/2013 | Present |
| Acorn Financial Advisory Services, Inc. | Reston | VA | 08/2013 | 09/2021 |
| Allegiance Financial Group Advisory Services Llc | Vienna | VA | 09/2021 | Present |
| Allegiance Financial Group, Llc | Vienna | VA | 10/2001 | Present |
| Allegiance Financial Group, Llc Dba For Acorn Financial Advisory | Vienna | VA | 10/2001 | 09/2021 |
Registered Representative of The Strategic Financial Alliance, Inc. 1. Name: Allegiance Financial Group Advisory Services LLC Position: Partner Nature: Registered Investment Adviser Investment Related: Yes Hours: 100 Securities Trading Hours: 100 Start Date: 09/01/2021 Address: 374 Maple Ave E #204, Vienna VA 22180 Description: offering advisory services for clients 2. Name: Allegiance Financial Group Position: Partner Nature: DBA for financial services Investment Related: Yes Hours: 100 Securities Trading Hours: 100 Start Date: 10/01/2001 Address: 374 Maple Ave E, 204, Vienna VA 22180 Description: Financial Services 3. Name: Fixed Insurance Position: Agent Nature: Fixed insurance sales Investment Related: Yes Hours: 4 Securities Trading Hours: 4 Start Date: 01/2017 Address: 374 Maple Ave E, 204, Vienna VA 22180 Description: Insurance Agent 4. SMW Holdings, LLC. Position: Owner Nature: Holding company of company stock Investment Related: No Total Hours: 1 Securities Trading Hours: 1 Start Date: 01/01/2026 Address: 374 Maple Ave E Suite 204 Vienna, Virginia, 22180 Description: Holding Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-11 |
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