ALLEGIANCE FINANCIAL ADVISORS, INC.
CRD #127293 SEC #801-121302 JACKSONVILLE, FL 904-642-4401
SEC Registered
Total AUM
$154M
Discretionary
$0
Employees
7
Clients
0
Accounts
443
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT | NA | Control |
| LEONARD, BARBARA, MITCHELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTON, TAMMARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTON, TAMMARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTON, TAMMARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTON, TAMMARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTON, TAMMARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTON, TAMMARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTON, TAMMARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT | E | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT | E | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT | E | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT | E | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT | E | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT | E | Control |
| DELLAPORTA, ALFRED, CHARLES | I | PRESIDENT | E | Control |
| DELLAPORTA, RONALD, CHARLES | I | CHAIRMAN OF THE BOARD | E | Control |
| MALTESE, JOSEPH, JAMES | I | VICE PRESIDENT | A | Control |
| MALTESE, JOSEPH, JAMES | I | VICE PRESIDENT | A | Control |
| MALTESE, JOSEPH, JAMES | I | VICE PRESIDENT | A | Control |
| MALTESE, JOSEPH, JAMES | I | VICE PRESIDENT | A | Control |
| MALTESE, JOSEPH, JAMES | I | VICE PRESIDENT | A | Control |
| MALTESE, JOSEPH, JAMES | I | VICE PRESIDENT | A | Control |
| MALTESE, JOSEPH, JAMES | I | VICE PRESIDENT | A | Control |
| MALTESE, JOSEPH, JAMES | I | VICE PRESIDENT | A | Control |
| MALTESE, JOSEPH, JAMES | I | VICE PRESIDENT | A | Control |
| MALTESE, JOSEPH, JAMES | I | VICE PRESIDENT | A | Control |
| MALTESE, JOSEPH, JAMES | I | VICE PRESIDENT | A | Control |
| MALTESE, JOSEPH, JAMES | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Feb 13, 2025 REGISTERED
Notice Filings (3)
FL GA TX
Address
3112 ST. JOHNS BLUFF ROAD SOUTHJACKSONVILLE, FL 32246-3712
United States
Phone: 904-642-4401