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AZ

Adrian Zangirolami

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CRD#: 4348946
AZ

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.

Adrian Zangirolami was a registered financial professional .

Adrian is a previously registered financial professional and started their career in finance in 2011. Adrian had worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
1) ZANGIROLAMI & ASSOCIATES, LTD. DBA PRESERVE FIRST; INSURANCE AGENT; HOUSTON, TX; ADRIAN ZANGIROLAMI IS THE OWNER OF PRESERVEFIRST, AN INSURANCE BUSINESS;DUTIES INCLUDE PRESIDENT/OWNER AND THE SALE OF LIFE INSURANCE, ANNUITIES AND LTC; 10/1993. 2) ROYAL FUND MANAGEMENT, LLC; INVESTMENT ADVISOR REPRESENTATIVE; HOUSTON, TX. HE DEDICATES GREATER THAN 50% OF HIS WORKING TIME TO THESE OTHER BUSINESSES.

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 8, 2018 - June 20, 2024

VENMARK FINANCIAL

RIA
CRD#: 169424
HOUSTON, TX
Past

January 1, 2014 - December 31, 2017

VENMARK FINANCIAL

RIA
CRD#: 169424
HOUSTON, TX
Past

June 24, 2013 - April 14, 2014

ROYAL FUND MANAGEMENT, LLC

RIA
CRD#: 144434
HOUSTON, TX
Past

January 20, 2011 - December 17, 2013

AMERICAN ELITE RETIREMENT

RIA
CRD#: 152499
HOUSTON, TX

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
IAR
Series 65
Date: 9/21/2010
Uniform Investment Adviser Law Examination

Current Firm


VF
VENMARK FINANCIAL
VENMARK ENTERPRISES INC. | VENMARK FINANCIAL

CRD#: 169424 / SEC#:

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Contact information


Main Address
9950 Westpark Suite 504, Houston, TX 77063
Mailing Address
Phone number
(832) 320-1207
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


VENMARK FINANCIAL

CRD#: 169424

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