Alexander M Alonso

Ocoee, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-02-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merit Financial Advisors	Charlotte	NC	09/2023	03/2024
First Republic Bank	New York	NY	06/2022	08/2022
Queens University Of Charlotte	Charlotte	NC	09/2022	12/2023
Queens University Of Charlotte	Charlotte	NC	08/2018	05/2022
Kforce Inc.	Tampa	FL	07/2020	08/2020
Shepard Capital Partners, Llc	Tampa	FL	06/2019	08/2019
Plant High School	Tampa	FL	09/2014	05/2018
Sykon Capital Llc	Jupiter	FL	04/2024	02/2026
Cast Member Financial Llc Dba Alonso Financial Planning	Ocoee	FL	02/2026	Present

09/2023 → 03/2024

Merit Financial Advisors

Charlotte, NC
06/2022 → 08/2022

First Republic Bank

New York, NY
09/2022 → 12/2023

Queens University Of Charlotte

Charlotte, NC
08/2018 → 05/2022

Queens University Of Charlotte

Charlotte, NC
07/2020 → 08/2020

Kforce Inc.

Tampa, FL
06/2019 → 08/2019

Shepard Capital Partners, Llc

Tampa, FL
09/2014 → 05/2018

Plant High School

Tampa, FL
04/2024 → 02/2026

Sykon Capital Llc

Jupiter, FL
02/2026 → Present

Cast Member Financial Llc Dba Alonso Financial Planning

Ocoee, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-26