Allison Lori Berlenbach Gormier

Current Employers

Mason Investment Advisory Services Inc

11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2008-07-14

VA RA
APPROVED

Since 2008-07-14

Branch Locations

11921 Freedom Drive Suite 1000, Reston, VA 20190 • 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 No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Mason Securities, Inc.	Reston	VA	07/2008	10/2025
Mason Investment Advisory Services, Inc.	Reston	VA	07/2008	Present

07/2008 → 10/2025

Mason Securities, Inc.

Reston, VA
07/2008 → Present

Mason Investment Advisory Services, Inc.

Reston, VA

Previous Registrations

2005-10-04 → 2008-06-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Vienna, VA

Vienna, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-10-03

S66 Uniform Combined State Law Examination

2005-10-03

Designations

Other Names

Allison A Clark
Allison Lori Clark

View on SEC IAPD

Current Employers

Mason Investment Advisory Services Inc

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

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