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999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-30 |
Branch Locations
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Naples | FL | 07/2013 | 11/2019 |
| Charles Schwab Bank | Naples | FL | 05/2015 | 11/2019 |
| Regions Bank | Naples | FL | 02/2020 | 05/2021 |
| Cetera Investment Advisers Llc | Naples | FL | 02/2020 | 05/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 02/2020 | 05/2021 |
| Charles Schwab & Co., Inc. | Naples | FL | 06/2021 | 05/2023 |
| Charles Schwab Bank, Ssb | Naples | FL | 06/2021 | 05/2023 |
| 3Edge Asset Management | Naples | FL | 05/2023 | Present |
| Vigilant Distributors | Chadds Ford | PA | 10/2024 | Present |
Alireza Kandi is registered with 3Edge Asset Management, LP, a SEC Registered Investment Advisor and Vigilant Distributors, LLC, an unaffiliated Broker Dealer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-01 |
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