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Amgad Magdy Yassa

Alight Financial Advisors, LLC

Colorado Springs, CO

Charlotte, NC

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Current Employers
Alight Financial Advisors, Llc

9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-06
IL RA APPROVED 2021-08-05
NC RA APPROVED 2021-08-03
  • CO RA
    APPROVED
    Since 2025-01-06
  • IL RA
    APPROVED
    Since 2021-08-05
  • NC RA
    APPROVED
    Since 2021-08-03

Branch Locations

Colorado Springs, CO • United States

9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • 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
T. Rowe Price Colorado Springs CO 05/2013 04/2021
Alight Financial Solutions Charlotte NC 05/2021 Present
Alight Solutions Lincolnshire IL 05/2021 Present
  • 05/2013 → 04/2021
    T. Rowe Price
    Colorado Springs, CO
  • 05/2021 → Present
    Alight Financial Solutions
    Charlotte, NC
  • 05/2021 → Present
    Alight Solutions
    Lincolnshire, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-30
S63 Uniform Securities Agent State Law Examination 2014-06-13
  • S66 Uniform Combined State Law Examination
    2014-09-30
  • S63 Uniform Securities Agent State Law Examination
    2014-06-13

View on SEC IAPD

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