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5425 Duke Street, Alexandria, VA 22304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 1999-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| #Ia Portfolio Advisory Group, Inc. | Alexandria | VA | 01/1999 | Present |
| Portfolio Tax Group, Inc. | Alexandria | VA | 03/2010 | Present |
| David A Sendi | Alexandria | VA | 03/2010 | Present |
1).PORTFOLIO TAX GROUP, INC. THE BUSINESS IS NOT INVESTMENT RELATED. 5425 DUKE ST. ALEXANDRIA, VA. 22304 TAX, BOOKKEEPING AND PAYROLL SERVICES POSITION-PRESIDENT START DATE 3/2010 ABOUT 25 HOURS AVERAGE PER MONTH DEVOTED TO OTHER BUSINESS ABOUT 12 HOURS AVERAGE PER MONTH DEVOTED TO BUSINESS DURING SECURITY TRADING HOURS SERVICES PROVIDED ARE TAX, BOOKKEEPING, AND PAYROLL SERVICES TO INDIVIDUALS, ESTATES, PARTNERSHIPS, RETIREMENT PLANS AND CORPORATIONS. 2). DAVID SENDI,ESQ. THE BUSINESS IS NOT INVESTMENT RELATED. 5425 DUKE ST. ALEXANDRIA, VA. 22304 LEGAL SERVICES POSITION-OWNER START DATE 03/2010 ABOUT 5 HOURS AVERAGE PER MONTH DEVOTED TO OTHER BUSINESS LESS THAN 1 HOUR PER MONTH DEVOTED TO OTHER BUSINESS DURING SECURITY HOURS. SERVICES PROVIDED ARE LEGAL SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-24 |
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