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Arif Madad Ali

Aa Wealth Strategies LLC

Austin, TX

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Current Employers
Aa Wealth Strategies Llc

3301 Northland Drive Suite 330, Austin, TX 78731 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-31
  • TX RA
    APPROVED
    Since 2022-05-31

Branch Locations

3301 Northland Drive Suite 330, Austin, TX 78731 • 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
Archer Investment Corporation Austin TX 12/2014 09/2017
Aa Cpa Tax Strategies Llc Austin TX 12/2013 Present
Abaris Business Solutions Llc Austin TX 02/2012 Present
1St Global Advisors Inc Austin TX 09/2017 01/2018
Global Financial Private Capital Austin TX 01/2018 02/2019
Brookstone Capital Management Austin TX 01/2019 06/2024
Aa Wealth Strategies Llc Austin TX 02/2022 Present
  • 12/2014 → 09/2017
    Austin, TX
  • 12/2013 → Present
    Aa Cpa Tax Strategies Llc
    Austin, TX
  • 02/2012 → Present
    Abaris Business Solutions Llc
    Austin, TX
  • 09/2017 → 01/2018
    1St Global Advisors Inc
    Austin, TX
  • 01/2018 → 02/2019
    Global Financial Private Capital
    Austin, TX
  • 01/2019 → 06/2024
    Brookstone Capital Management
    Austin, TX
  • 02/2022 → Present
    Austin, TX
Previous Registrations
  • 2019-01-29 → 2024-06-05
    Austin, TX
    Wheaton, IL
  • 2018-01-26 → 2019-02-12
    Global Financial Private Capital, Inc.
    Austin, TX
    Sarasota, FL
  • 2017-09-05 → 2018-01-25
    1St Global Advisors Inc
    Austin, TX
  • 2014-12-04 → 2017-09-06
    Austin, TX
    Carmel, IN
Other Businesses

1.) ABARIS BUSINESS SOLUTIONS LLC POSITION: Managing Member NATURE: The business was started with the intent to provide business consultancy services related business turnaround and tax advisory services. No services are offered currently. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2013 ADDRESS: 3301 Northland Drive, AUSTIN TX 78746, United States DESCRIPTION: Owner - Managing Member. 2.) AA CPA TAX STRATEGIES LLC - 3301 NORTHLAND DRIVE, SUITE 330 AUSTIN, TX 78731 - LIMITED LIABILITY COMPANY - OWNER - TAX PLANNING, BUSINESS ADVISORY, TAX PREPARATION AND BOOKKEEPING - 30-35 HOURS / WEEK INSURANCE SALES - SELLS LIFE INSURANCE AND FIXED ANNUITIES - START DATE 2/1/2018 - NON INVESTMENT-RELATED - SPEND 2-5 HOURS PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-03
  • S65 Uniform Investment Adviser Law Examination
    2014-12-03

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