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Current Employers
Allegiance Financial Group

374 Maple Avenue East Suite 204, Vienna, VA 22180 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-10
NC RA APPROVED 2021-09-03
VA RA APPROVED 2021-09-03
  • TX RA
    APPROVED
    Since 2022-01-10
  • NC RA
    APPROVED
    Since 2021-09-03
  • VA RA
    APPROVED
    Since 2021-09-03

Branch Locations

374 Maple Avenue East Suite 204, Vienna, VA 22180 • 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
The Strategic Financial Alliance, Inc. Atlanta GA 08/2013 Present
Allegiance Financial Group, Llc Vienna VA 10/2001 Present
Acorn Financial Advisory Services, Inc. Reston VA 08/2013 09/2021
Allegiance Financial Group Advisory Services Llc Vienna VA 09/2021 Present
Allegiance Financial Group, Llc Dba For Acorn Financial Advisory Vienna VA 08/2013 09/2021
  • 08/2013 → Present
    The Strategic Financial Alliance, Inc.
    Atlanta, GA
  • 10/2001 → Present
    Allegiance Financial Group, Llc
    Vienna, VA
  • 08/2013 → 09/2021
    Reston, VA
  • 09/2021 → Present
    Allegiance Financial Group Advisory Services Llc
    Vienna, VA
  • 08/2013 → 09/2021
    Allegiance Financial Group, Llc Dba For Acorn Financial Advisory
    Vienna, VA
Previous Registrations
Other Businesses

REGISTERED REPRESENTATIVE OF THE STRATEGIC FINANCIAL ALLIANCE, INC. --1-- ALLEGIANCE FINANCIAL GROUP, LLC; INVESTMENT RELATED; 374 MAPLE AVENUE EAST, SUITE 204, VIENNA VA 22180; DIRECTOR OF OPERATIONS, OWNER; START DATE: 10/18/2001; 100 HOURS/MONTH, APPROXIMATELY 50 DURING BUSINESS TRADING HOURS; FINANCIAL PLANNING --2-- FIXED INSURANCE; NOT INVESTMENT RELATED; 374 MAPLE AVENUE EAST, SUITE 204, VIENNA VA 22180; OFFER FIXED INSURANCE PRODUCTS THROUGH VARIOUS PRODUCT PROVIDERS; AGENT; 5/2011; 11 HOURS/MONTH 5 DURING BUSINESS TRADING HOURS; FIXED INSURANCE SALES --3-- Name: Allegiance Financial Group Advisory Services LLC Position: Owner/Sole Proprietor Nature: Investment Adviser Investment Related: Yes Total Hours: 200 Securities Trading Hours: 140 Start Date: 10/01/2021 Address: 374 Maple Ave. E, Suite 204, Vienna VA 22180, United States Description: IAR, CCO --4-- Name: IFT 95 Hoo Holdings LLC Position: Owner Nature: Holding Company of company stock Investment Related: No Total Hours: 1 Securities Trading Hours: 0 Start Date: 01/01/2026 Address: 374 Maple Ave. E, Suite 204, Vienna VA 22180, United States Description: Holding Company --5-- Name: District Wine Storage Position: Partner Nature: Wine Storage Investment Related: No Total Hours: 1 Securities Trading Hours: 0 Start Date: 08/07/2026 Address: 1919 Pennsylvania Ave. NW, Washington, DC 20006, United States Description: I will be 50% owner of this business but will have no day to day responsibilities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-08
S63 Uniform Securities Agent State Law Examination 1995-06-13
  • S65 Uniform Investment Adviser Law Examination
    1998-12-08
  • S63 Uniform Securities Agent State Law Examination
    1995-06-13
Designations
Other Names
  • Assaf Pinchas

View on SEC IAPD

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