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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-10-11 |
Branch Locations
Alonzo Financial Services 4514 East Camp Lowell Drive, Tucson, AZ 85712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 07/1998 | 01/2017 |
| Lincoln Investment | Tucson | AZ | 01/2017 | Present |
ANTHEM POSITION: agent NATURE: group term life INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/31/1998 ADDRESS: p.o. 182361, Columbus OH 43218, United States DESCRIPTION: 0 BLUE CROSS BLUE SHEILD POSITION: Health Insurance agent NATURE: health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/1997 ADDRESS: p.o. box 2924, phoenix AZ 85062, United States DESCRIPTION: zero AIM WEALTH PARTNERS, LLC POSITION: 100% Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/10/2020 ADDRESS: 2850 N. Swan Rd., Suite 120, Tucson AZ 85712, United States DESCRIPTION: pay bills for property. ALONZO FINANCIAL SERVICES, INC. POSITION: Owner/President NATURE: Tax and Accounting purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/17/2001 ADDRESS: 2850 N. Swan Rd., Ste 120, Tucson AZ 85712, United States DESCRIPTION: Book keeping and payroll.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 1998-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-17 |
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