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Steven Valentin Alvarez

LPl Financial LLC

Vienna, VA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-11
VA RA APPROVED 2024-09-10
  • TX RA
    APPROVED_RES
    Since 2024-09-11
  • VA RA
    APPROVED
    Since 2024-09-10

Branch Locations

8000 Towers Crescent Dr 13Th Fl Ofc 1318, Vienna, VA 22182 • 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
George Mason University Fairfax VA 01/2016 05/2017
Bb&T Bank Fairfax VA 07/2017 04/2019
Bb&T Securities, Llc Mclean VA 04/2019 02/2021
Truist Investment Services, Inc. Mclean VA 02/2021 09/2024
Truist Advisory Services, Inc. Mclean VA 02/2021 09/2024
Lpl Financial Llc Vienna VA 09/2024 Present
  • 01/2016 → 05/2017
    George Mason University
    Fairfax, VA
  • 07/2017 → 04/2019
    Bb&T Bank
    Fairfax, VA
  • 04/2019 → 02/2021
    Bb&T Securities, Llc
    Mclean, VA
  • 02/2021 → 09/2024
    Truist Investment Services, Inc.
    Mclean, VA
  • 02/2021 → 09/2024
    Truist Advisory Services, Inc.
    Mclean, VA
  • 09/2024 → Present
    Lpl Financial Llc
    Vienna, VA
Previous Registrations
  • 2021-02-17 → 2024-09-16
    Truist Advisory Services, Inc.
    Atlanta, GA
    Mclean, VA
  • 2020-06-15 → 2021-02-17
    Bb&T Securities, Llc
    Mclean, VA
    Charlotte, NC
    Washington, DC
    Virginia Beach, VA
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-13
  • S66 Uniform Combined State Law Examination
    2020-06-13
Other Names
  • Steven Valentin Alvarez
  • Steven Alvarez

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
CAPITOL PRIVATE WEALTH GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
RETIREMENT RESEARCHER, LLC
MCLEAN ASSET MANAGEMENT CORP.
KIRK CAPITAL ADVISORS LLC
ATEGRA CAPITAL MANAGEMENT, LLC

Other Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL
DANIEL JOHN WARD
Hunter John Leed
BENJAMIN PRUITT MELTON
PETER REISNER SHARPE
STEPHEN FRANKLIN STEWART

Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

More in Vienna, VA

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