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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-04-18 |
| VA | RA | APPROVED | 2018-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 08/2015 | 07/2017 |
| Aviso Wealth Management | Bethesda | MD | 08/2015 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alexandria | VA | 03/2018 | Present |
| Ldc Masonry Inc | Silver Spring | MD | 08/2017 | Present |
I*963238, Name of OBA: 1305 Charles Street llc Address: ALEXANDRIA, VA Investment Related: No Position, Title, Association: Owner Employee Start Date: 9/19/2022 No Hours: 20 Monthly No Hours during trading: 0 Duties: Acquired, renovate, and lease real estate property. I*500871 For profit or not for profit: Name of outside business organization: Alzona and Associates llc Investment related: N Address of business: Alexandria, Virginia, 22308, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 9/1/1999 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-24 |
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