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Current Employers
B.B. Graham & Company, Inc.

1700 W. Katella Ave., Orange, CA 92867 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-10-28
MD RA APPROVED 2025-10-28
  • CO RA
    APPROVED
    Since 2025-10-28
  • MD RA
    APPROVED
    Since 2025-10-28

Branch Locations

1700 W Katella Ave, Orange, CA 92867 • United States

Stevensville, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allsource Financial Management, Llc/Allsource Wealth Management Annapolis MD 03/2011 11/2025
B.B. Graham & Co. Orange CA 06/2011 Present
  • 03/2011 → 11/2025
    Allsource Financial Management, Llc/Allsource Wealth Management
    Annapolis, MD
  • 06/2011 → Present
    B.B. Graham & Co.
    Orange, CA
Previous Registrations
Other Businesses

MANAGING DIRECTOR AT SCHIFANELLI & ASSOCIATES, LLC, ATTORNEYS AT LAW

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-03-23
  • S66 Uniform Combined State Law Examination
    2000-03-23
Other Names
  • Gordana Vojvodic

View on SEC IAPD

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