AA
Ara P. Abrahamian
DIVERGENT PLANNING
Bethesda, MD 20817
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CRD#: 4623755
AA
Professional summary
Ara Patrick Abrahamian is a registered financial advisor currently at DIVERGENT PLANNING located in Bethesda, Maryland.
Ara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Ara has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ara Patrick Abrahamian's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 9, 2017 - Present
DIVERGENT PLANNING
Office #1: 6701 Democracy Blvd., Suite 300, Bethesda, MD 20817RIA
CRD#: 285688
Bethesda, MD
Past
May 28, 2010 - February 9, 2017
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
BETHESDA, MD
Past
May 28, 2010 - February 9, 2017
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
BETHESDA, MD
Past
May 14, 2003 - June 4, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
GAITHERSBURG, MD
Past
March 12, 2003 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
March 12, 2003 - June 4, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
GAITHERSBURG, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DIVERGENT PLANNING
DIVERGENT PLANNING | DIVERGENT PLANNING, LLC
CRD#: 285688 / SEC#: 801-112962
RIA
Registered Investment Advisory firm - (4/23/2018 Approved)California
Registered Investment Advisory firm - (9/26/2018 Terminated)District of Columbia
Registered Investment Advisory firm - (8/27/2018 Terminated)Louisiana
Registered Investment Advisory firm - (8/28/2018 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)South Carolina
Registered Investment Advisory firm - (8/27/2018 Terminated)Texas
Registered Investment Advisory firm - (8/27/2018 Terminated)Virginia
Registered Investment Advisory firm - (8/27/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(6/19/2017)
IAR
Maryland(1/9/2017)
IAR
Texas(1/9/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DIVERGENT PLANNING
DIVERGENT PLANNING | DIVERGENT PLANNING, LLC
CRD#: 285688 / SEC#: 801-112962
RIA
Registered Investment Advisory firm - (4/23/2018 Approved)California
Registered Investment Advisory firm - (9/26/2018 Terminated)District of Columbia
Registered Investment Advisory firm - (8/27/2018 Terminated)Louisiana
Registered Investment Advisory firm - (8/28/2018 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)South Carolina
Registered Investment Advisory firm - (8/27/2018 Terminated)Texas
Registered Investment Advisory firm - (8/27/2018 Terminated)Virginia
Registered Investment Advisory firm - (8/27/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6701 Democracy Blvd. Suite 300, Bethesda, MD 20817
Mailing Address
Phone number
(240) 428-8911
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 960 |
| AUM (Assets Under Management) | $ 423,054,443 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
