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Current Employers
Alna Wealth Management

806 Westwood Office Park Suite 105, Fredericksburg, VA 22401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-16
VA RA APPROVED 2026-06-09
  • TX RA
    APPROVED_RES
    Since 2026-06-16
  • VA RA
    APPROVED
    Since 2026-06-09

Branch Locations

Fredericksburg, VA • United States

806 Westwood Office Park Suite 105, Fredericksburg, VA 22401 • 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
Alna Financial Group Llc D/B/A Alna Wealth Management Fredericksburg VA 05/2026 Present
Tiaa - Cref Individual And Institutional Services, Llc Fairfax VA 09/2016 11/2020
Mariner Independent Advisor Network, Llc Overland Park KS 04/2023 06/2026
Private Advisor Group, Llc Fredericksburg VA 11/2020 04/2023
  • 05/2026 → Present
    Alna Financial Group Llc D/B/A Alna Wealth Management
    Fredericksburg, VA
  • 09/2016 → 11/2020
    Tiaa - Cref Individual And Institutional Services, Llc
    Fairfax, VA
  • 04/2023 → 06/2026
    Mariner Independent Advisor Network, Llc
    Overland Park, KS
  • 11/2020 → 04/2023
    Fredericksburg, VA
Previous Registrations
Other Businesses

1) Licensed insurance agent; Not investment-related; Fredericksburg, VA 22401; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent 2) Provisors; Not investment-related; Sherman Oaks, CA. 91403; Financial services networking group; Affinity Group Leader; 1/1/2024; 5 hours per month; 0 during trading hours; Hosting monthly meetings and socials and using the groups funds to pay for events

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-07
  • S66 Uniform Combined State Law Examination
    2011-02-07
Designations
Other Names
  • Lamont Brown

View on SEC IAPD

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