Anthony Mehran Assadi

Current Employers

Alere Planning Llc

Isle Of Palms, SC • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-03-31
MD	RA	APPROVED	2017-11-02

TX RA
APPROVED

Since 2023-03-31
MD RA
APPROVED

Since 2017-11-02

Branch Locations

Isle Of Palms, SC • United States

6860 Dallas Parkway Suite 110, Plano, TX 75024 • 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

Organization	City	State	From	To
Ntt Data	Charlotte	NC	09/2016	07/2019
Alere Planning Llc	Towson	MD	11/2017	Present

09/2016 → 07/2019

Ntt Data

Charlotte, NC
11/2017 → Present

Alere Planning Llc

Towson, MD

Other Businesses

ALERE PLANNING LLC - INSURANCE AGENT. 11/2017 TO PRESENT. INVESMENT RELATED. DUTIES INCLUDE PROVIDING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 110 WEST ROAD, SUITE 415, TOWSON, MD 21204.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-10-24

S63 Uniform Securities Agent State Law Examination

2011-10-24

Designations

Other Names

Tony Assadi

View on SEC IAPD