Alex Alonzo
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Alex Alonzo was a registered financial professional .
Alex is a previously registered financial professional and started their career in finance in 1985. Alex had worked at 6 firms and has passed the Series 65, Series 66, Series 7, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 22, 2017 - January 6, 2019
SILICON VALLEY CAPITAL ADVISORS, LLC
September 11, 2008 - November 26, 2008
EPLANNING SECURITIES, INC.
August 25, 2008 - November 26, 2008
EPLANNING ADVISORS INC
September 24, 1987 - July 25, 2008
LAGUNA FINANCIAL CORPORATION
May 21, 1986 - September 9, 1987
ASSOCIATED SECURITIES CORP.
August 21, 1985 - May 23, 1986
SOUTHMARK FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
SILICON VALLEY CAPITAL ADVISORS, LLC
CRD#: 286184 / SEC#:
Contact information
Red Flags
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