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Alex Bedo Chalekian

Lake Avenue Financial LLC

Pasadena, CA

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Current Employers
Lake Avenue Financial Llc

301 N Lake Ave Suite 830, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2022-01-03
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2022-01-03

Branch Locations

301 N Lake Ave Suite 830, Pasadena, CA 91101 • 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
Lpl Financial, Llc Pasadena CA 07/2003 04/2020
Lake Avenue Financial, Llc Pasadena CA 03/2014 05/2020
Integrated Partners Waltham MA 11/2019 Present
Lake Avenue Financial Llc Fka Wealthtech Partners Llc Pasadena CA 06/2021 Present
  • 07/2003 → 04/2020
    Lpl Financial, Llc
    Pasadena, CA
  • 03/2014 → 05/2020
    Lake Avenue Financial, Llc
    Pasadena, CA
  • 11/2019 → Present
    Integrated Partners
    Waltham, MA
  • 06/2021 → Present
    Lake Avenue Financial Llc Fka Wealthtech Partners Llc
    Pasadena, CA
Previous Registrations
  • 2019-11-05 → 2021-10-15
    Integrated Wealth Concepts Llc
    Pasadena, CA
  • 2016-02-24 → 2020-05-13
    Lake Avenue Financial, Llc
    Pasadena, CA
  • 2016-02-08 → 2016-12-31
    Lake Avenue Financial, Llc
    Pasadena, CA
  • 2014-03-17 → 2015-12-31
    Lake Avenue Financial, Llc
    Pasadena, CA
  • 2003-07-15 → 2015-10-28
    Lpl Financial Llc
    Los Angeles, CA
    Los Angeles, CA
    Century City, CA
    Las Vegas, NV
    Encino, CA
    South Pasadena, CA
    Century City, CA
    Las Vegas, NV
    Encino, CA
  • 1999-06-21 → 2003-07-25
    Ameriprise Financial Services, Llc
    Glendale, CA
Other Businesses

1. 1/5/2017 - Disrupter Labs, LLC - Real Estate Investment and Other Consulting Arrangements related - 70 S Lake Ave, Suite 820, Pasadena, CA 91101 - 5 hours per Month/0 Hours During Trading Start Date:01/01/2017

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-18
S63 Uniform Securities Agent State Law Examination 1997-10-24
  • S65 Uniform Investment Adviser Law Examination
    1999-05-18
  • S63 Uniform Securities Agent State Law Examination
    1997-10-24
Other Names
  • Alex Calioglu

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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