Inactive

Loizos Sergios Kapnisi

Mason Investment Advisory Services Inc

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Current Employers

Mason Investment Advisory Services Inc

11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2022-09-28

VA RA
APPROVED

Since 2022-09-28

Branch Locations

11921 Freedom Drive Suite 1000, Reston, VA 20190 • 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
Tiaa-Cref Individual & Institutional Services, Llc	Fairfax	VA	09/2015	08/2022
Tiaa	Fairfax	VA	09/2015	08/2022
Mason Securities, Inc	Reston	VA	08/2022	10/2025
Mason Investment Advisory Services, Inc.	Reston	VA	08/2022	Present

09/2015 → 08/2022

Tiaa-Cref Individual & Institutional Services, Llc

Fairfax, VA
09/2015 → 08/2022

Tiaa

Fairfax, VA
08/2022 → 10/2025

Mason Securities, Inc

Reston, VA
08/2022 → Present

Mason Investment Advisory Services, Inc.

Reston, VA

Previous Registrations

2015-09-28 → 2022-08-04

Tiaa-Cref Individual & Institutional Services, Llc

Fairfax, VA
2014-09-26 → 2015-09-21

Cetera Wealth Services, Llc

Annandale, VA

State College, PA

Eldersburg, MD
2010-11-12 → 2011-02-11

Waddell & Reed

Vienna, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-09-24

S66 Uniform Combined State Law Examination

2014-09-24

Other Names

Lee Kapnisi
Loizos Sergios Kapnisi
Loizos S Kapnisi

View on SEC IAPD

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Other Investors

BRIAN MICHAEL KELLEY

Shayna Amalie Lebowitz

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WILLIAM JESSE DWENGER

MATTHEW JON KRAUSE

BLAINE WILLIAM HOMAN

Other Offices

STAPLE INVESTMENTS LLC · RESTON, VA

CETERA INVESTMENT ADVISERS LLC · RESTON, VA

CERITY PARTNERS LLC · RESTON, VA

AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA

HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA

F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA

WEALTHSPIRE ADVISORS · Reston, VA

WEALTHSPIRE ADVISORS · Reston, VA

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