Bard Daniel Malovany

Current Employers

Employment History

• 11/2003 → 07/2020
  Lincoln Financial Advisors Corp
  Fairfax, VA
• 11/2022 → Present
  Aspect Partners, Llc
  Fairfax, VA
• 07/2020 → Present
  Private Client Services
  Fairfax, VA
• 07/2020 → 01/2023
  Almanack Investment Partners, Llc
  Wayne, PA

Previous Registrations

• 2020-07-29 → 2022-12-31
  Almanack Investment Partners
  Fairfax, VA
• 2003-12-02 → 2020-07-27
  Osaic Fa, Inc.
  Fairfax, VA
  Annandale, VA
• 1998-11-20 → 2003-12-02
  Advantage Capital Corporation
  Annandale, VA

Other Businesses

1) ASPECT PARTNERS 2677 Prosperity Ave. Suite 380 Fairfax, VA 22031 CATEGORY: INSURANCE/LEGAL ENTITY/LLC INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: SELLING DISABILITY AND TRADITIONAL LIFE INSURANCE FINANCIAL PLANNING AND ADVICE START DATE: 1/1/2009 HOURS PER MONTH: 140 HOURS PER MONTH DURING TRADING HOURS: 140 WEBSITE ADDRESS: WWW.ASPECT-PARTNERS.COM 2) MONTCALM PROPERTIES LLC 8500 EXECUTIVE PARK AVE, SUITE 400 FAIRFAX, VA 22031 CATEGORY: REAL ESTATE MANAGEMENT INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MAINTAINS RENTAL PROPERTY START DATE: 12/2010 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5 3) DRUID HILL PROPERTIES, LLC 8500 EXECUTIVE PARK AVE, SUITE 400 FAIRFAX, VA 22031 CATEGORY: REAL ESTATE MANAGEMENT, RENTAL, OR DEVELOPMENT INVESTMENT RELATED: YES TITLE: MANAGER/OWNER DUTIES: DEVELOPING AND RENTING RESIDENTIAL RENTAL PROPERTIES START DATE: 12/1/2019 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 4) EAKIN PARK PROPERTIES, LLC 8500 EXECUTIVE PARK AVE, SUITE 400 FAIRFAX, VA 22031 CATEGORY: REAL ESTATE MANAGEMENT, RENTAL, OR DEVELOPMENT INVESTMENT RELATED: YES TITLE: MANAGER/OWNER DUTIES: DEVELOPING AND RENTING RESIDENTIAL RENTAL PROPERTIES START DATE: 12/1/2019 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 5) Almanack Investment Partners LLC 656 E Swedesford Rd #301, Wayne, PA 19087 Category: Registered Investment Advisor Investment Related: Yes Title: Investment Advisor Representative Duties: Soliciting and servicing clients, investment management Start Date: 07/22/2020 Hours per month: 160 Hours per month during trading hours: 160 6) Life and disability insurance sales 2677 Prosperity Ave. Suite 380 Fairfax, VA 22031 Category: life and disability insurance Investment related: No Title: Agent Duties: selling and serving life and disability insurance Start Date: 01/01/1998 Hours per month: 4 Hours per month during trading hours: 4 7) Aspect Partners, LLC; Investment-related; 2677 Prosperity Ave, Suite 380, Fairfax, VA 22031; RIA; IAR, Owner, and Principal; Start date: 11/07/2022; Number of hours/month: 172; Number of hours during trading hours: 147; IAR

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-12-17
• S65 Uniform Investment Adviser Law Examination
  1996-02-27

Designations

Other Names

• Bard Malovany