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AM

Alyssa M. Morrisroe

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CRD#: 2640109
AM

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.

Alyssa Marie Morrisroe, who also goes by Alyssa Marie Finn, Alyssa Morrisroe, was a registered financial professional .

Alyssa is a previously registered financial professional and started their career in finance in 2001. Alyssa had worked at 7 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alyssa Marie Finn | Alyssa Morrisroe

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 6, 2021 - January 6, 2023

FON CORPORATE FINANCE LLC

BD
CRD#: 307905
ARLINGTON, VA
Past

July 15, 2019 - June 29, 2020

GLAUCON CAPITAL PARTNERS, L.L.C.

BD
CRD#: 103770
PALMETTO, FL
Past

April 19, 2016 - October 6, 2017

JCP SECURITIES

BD
CRD#: 140318
IRVINE, CA
Past

June 21, 2013 - March 30, 2015

KPMG CORPORATE FINANCE LLC

BD
CRD#: 103973
LOS ANGELES, CA
Past

April 29, 2008 - January 2, 2013

LINCOLN INTERNATIONAL LLC

BD
CRD#: 42045
LOS ANGELES, CA
Past

February 5, 2004 - March 14, 2008

JEFFERIES LLC

BD
CRD#: 2347
LOS ANGELES, CA
Past

November 9, 2001 - April 16, 2004

QUARTERDECK INVESTMENT PARTNERS, LLC

BD
CRD#: 109682
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/12/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/20/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FC
FON CORPORATE FINANCE LLC
FON CORPORATE FINANCE LLC | FON FINANCIAL SERVICES LLC

CRD#: 307905 / SEC#: , 8-70500

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
2000 Duke Street Suite 321, Arlington, VA 22314
Mailing Address
2000 Duke Street Suite 321, Arlington, VA 22314
Phone number
(202) 780-3820
Established
Delaware since 11/18/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FON HOLDINGS, LLCSOLE OWNER, PARENT
ARORA, VRINDAFINOP7784034
O'HARA, JOHN PATRICKCEO/CCO6186449

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FON CORPORATE FINANCE LLC

CRD#: 307905

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