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Alexander Stewart Koury

X Advisors, LLC

Santa Maria, CA

CRD 7978877

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Employer firm

X Advisors, LLC CRD 315838

$229M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
X Advisors, Llc

2646 Santa Maria Way Suite 104, Santa Maria, CA 93455 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-03
  • CA RA
    APPROVED
    Since 2025-04-03

Branch Locations

2646 Santa Maria Way Suite 104, Santa Maria, CA 93455 • 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
Paxton Consulting Group Encinitas CA 01/2025 Present
Ask Independent Llc Novato CA 07/2022 Present
School Carlsbad CA 01/2015 07/2022
Independent Financial Group Llc Encino CA 08/2024 Present
Drum Plumbing Carlsbad CA 06/2019 08/2019
Texas Roadhouse Carlsbad CA 09/2019 12/2020
Crunch Fitness Carlsbad CA 11/2021 04/2022
Paxton Consulting Group Encino CA 01/2025 Present
  • 01/2025 → Present
    Paxton Consulting Group
    Encinitas, CA
  • 07/2022 → Present
    Ask Independent Llc
    Novato, CA
  • 01/2015 → 07/2022
    School
    Carlsbad, CA
  • 08/2024 → Present
    Independent Financial Group Llc
    Encino, CA
  • 06/2019 → 08/2019
    Drum Plumbing
    Carlsbad, CA
  • 09/2019 → 12/2020
    Texas Roadhouse
    Carlsbad, CA
  • 11/2021 → 04/2022
    Crunch Fitness
    Carlsbad, CA
  • 01/2025 → Present
    Paxton Consulting Group
    Encino, CA
Other Businesses

ADVISOR ASSOCIATE POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2025 ADDRESS: 6345 Balboa Blvd. Building 1, Suite 100, Encino CA 91316, United States DESCRIPTION: Marketing DBA for marketing purposes X ADVISORS, LLC POSITION: Independent Contractor NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/01/2025 ADDRESS: 2646 Santa Maria Way #104, Santa Maria CA 93455, United States DESCRIPTION: Financial Advisor ASK INDEPENDENT LLC POSITION: Officer/Director NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: 926e Diablo Ave #440, Novato CA 94947, United States DESCRIPTION: I own and manage a consulting firm. I help friends with online media marketing.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-23
S65 Uniform Investment Adviser Law Examination 2025-02-14
  • S63 Uniform Securities Agent State Law Examination
    2025-10-23
  • S65 Uniform Investment Adviser Law Examination
    2025-02-14
Other Names
  • Alexander Michael Dennehy

View on SEC IAPD

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