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A

A
FINRA#
6099330
First Name
A
Middle
GEOFFREY
Last Name
STEVENS
Address
CINCINNATI, OH
Firm
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI, OH)

A

A
FINRA#
2640776
First Name
A
Middle
T
Last Name
MCDOUGAL
Address
COVINGTON, KY
Firm
FIDELITY BROKERAGE SERVICES LLC (COVINGTON, KY); FIDELITY BROKERAGE SERVICES LLC (SOUTHGATE, KY); FIDELITY PERSONAL AND WORKPLACE ADVISORS (COVINGTON, KY); FIDELITY PERSONAL AND WORKPLACE ADVISORS (SOUTHGATE, KY)

A

A
FINRA#
2774995
First Name
A
Middle
LEE
Last Name
BLOOMINGDALE
Address
OMAHA, NE
Firm
OSAIC WEALTH, INC. (OMAHA, NE)

A

A
FINRA#
2774995
First Name
A
Middle
LEE
Last Name
BLOOMINGDALE
Address
OMAHA, NE
Firm
OSAIC WEALTH, INC. (OMAHA, NE)

A

A
FINRA#
364549
First Name
A
Middle
JOSEPH
Last Name
PLEIMAN
Address
MELVILLE, NY
Firm
HEROLD & LANTERN INVESTMENTS, INC. (MELVILLE, NY); HEROLD & LANTERN INVESTMENTS, INC. (KENSINGTON, MD)

A. LESLIE

A. LESLIE
FINRA#
2630684
First Name
A. LESLIE
Last Name
HORNBACK
Address
LOUISVILLE, KY
Firm
LPL FINANCIAL LLC (LOUISVILLE, KY); HORIZON WEALTH MANAGEMENT, LLC (Louisville, KY); LPL FINANCIAL LLC (LOUISVILLE, KY)

A. Steven

A. Steven
FINRA#
7047961
First Name
A. Steven
Last Name
Greene
Address
CHARLOTTE, NC
Firm
BOFA SECURITIES, INC. (CHARLOTTE, NC)

Aahd

Aahd
FINRA#
7294193
First Name
Aahd
Middle
Fayez
Last Name
Sabrah
Address
St Louis, MO
Firm
CHARLES SCHWAB & CO., INC. (St Louis, MO); CHARLES SCHWAB & CO., INC. (Fairview Heights, IL)

Aala

Aala
FINRA#
5424945
First Name
Aala
Last Name
Shah-Chaudary
Address
Newark, DE
Firm
J.P. MORGAN SECURITIES LLC (Newark, DE); J.P. MORGAN SECURITIES LLC (Brooklyn, NY); J.P. MORGAN SECURITIES LLC (Roslyn, NY)

AALAP

AALAP
FINRA#
6226392
First Name
AALAP
Middle
NILESH
Last Name
CHOKSHI
Address
BOSTON, MA
Firm
FIDELITY DISTRIBUTORS COMPANY LLC (BOSTON, MA); FIDELITY DISTRIBUTORS COMPANY LLC (DORCHESTER, MA)
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Regulatory & Certification Bodies

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Financial Education and Resources

New to financial planning? Learn the terms they use on our glossary page. Also you can learn the basics at investor.gov

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Industry Associations & Networks

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Explore fiduciary standards at The National Association of Personal Financial Advisors (NAPFA)

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