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Victor Tassone

Api Financial Advisors, LLC

Gilbert, AZ

Rockledge, FL

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Current Employers
Api Financial Advisors, Llc

1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-12-16
  • AZ RA
    APPROVED
    Since 2024-12-16

Branch Locations

4111 S. Silverado Ct. #75, Gilbert, AZ 85297 • United States

1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • 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
Edward Jones St Louis MO 06/2018 09/2019
Prime Trading Chicago IL 05/2012 06/2018
Lakeshore Financial Group Chicago IL 09/2019 05/2022
Equity Services Inc Montpelier VT 10/2019 04/2022
Vt Wealth Advisory Llc Gilbert AZ 06/2022 Present
Api Financial Advisors, Llc Rockledge FL 12/2024 Present
Symmetry Financial Gilbert AZ 01/2024 Present
  • 06/2018 → 09/2019
    Edward Jones
    St Louis, MO
  • 05/2012 → 06/2018
    Prime Trading
    Chicago, IL
  • 09/2019 → 05/2022
    Lakeshore Financial Group
    Chicago, IL
  • 10/2019 → 04/2022
    Equity Services Inc
    Montpelier, VT
  • 06/2022 → Present
    Vt Wealth Advisory Llc
    Gilbert, AZ
  • 12/2024 → Present
    Api Financial Advisors, Llc
    Rockledge, FL
  • 01/2024 → Present
    Symmetry Financial
    Gilbert, AZ
Previous Registrations
  • 2022-06-07 → 2024-12-31
    Vt Wealth Advisory Llc
    Gilbert, AZ
  • 2022-06-07 → 2023-12-31
    Vt Wealth Advisory Llc
    Gilbert, AZ
  • 2019-10-02 → 2022-05-25
    Equity Services, Inc.
    Chicago, IL
  • 2018-08-06 → 2019-09-06
    Edward Jones
    Elmhurst, IL
    St Louis, MO
    Lombard, IL
    Elmhurst, IL
    Oakbrook Terrace, IL
Other Businesses

SYMMETRY FINANCIAL; INVESTMENT-RELATED; GILBERT, AZ; INSURANCE PRODUCER; SALE OF INSURANCE PRODUCTS; 1/2024; 104 HRS/MO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-03
  • S66 Uniform Combined State Law Examination
    2018-08-03
Other Names
  • Victor Tassone
  • Victor John Tassone

View on SEC IAPD

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