Daniel Thomas Sendi

Current Employers

Portfolio Advisory Group, Inc.

5425 Duke Street, Alexandria, VA 22304 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	1999-02-19

VA RA
APPROVED

Since 1999-02-19

Branch Locations

5425 Duke Street, Alexandria, VA 22304 • 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

Organization	City	State	From	To
#Ia Portfolio Advisory Group, Inc.	Alexandria	VA	01/1999	Present
Portfolio Tax Group Inc	Alexandria	VA	03/2010	Present

01/1999 → Present

#Ia Portfolio Advisory Group, Inc.

Alexandria, VA
03/2010 → Present

Portfolio Tax Group Inc

Alexandria, VA

Other Businesses

PORTFOLIO TAX GROUP INC THE BUSINESS IS NOT INVESTMENT RELATED 5425 DUKE AT ALEXANDRIA, VA 22304 TAX,BOOKKEEPING AND PAYROLL SERVICES POSITION-VICE-PRESIDENT START DATE 3/2010 ABOUT 25 HOURS AVERAGE DEVOTED TO OTHER BUSINESS ABOUT 12 HOURS PER MONTH DEVOTED TO BUSINESS DURING SECURITY TRADING HOURS SERVICES PROVIDED ARE TAX,BOOKEEPING, AND PAYROLL SERVICES TO INDIVIDUALS,ESTATES, PARTNERSHIPS, RETIREMENT PLANS AND CORPORATIONS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-11-16

S65 Uniform Investment Adviser Law Examination

1992-11-16

Designations

View on SEC IAPD

Current Employers

Portfolio Advisory Group, Inc.

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

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