Danny Allizadeh

POSITION WEALTH

The Woodlands, TX 77380

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CRD#: 3132836

Professional summary

Danny Allizadeh, ChFC®, who also goes by Dariush Allizadeh, is a registered financial advisor currently at POSITION WEALTH located in The Woodlands, Texas.

Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Danny has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dariush Allizadeh

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.

Rotary Club of Harris County Medical Center; not investment related; 510 Longview Drive, Sugar Land, TX 77478; a charity; Board Member/Treasurer, start date 3rd/ 4th Quarter 2021; I devote 4 to 8 hours per month to this business; zero hours during securities trading hours; My duties include maintaining records of all monies received, sending invoices and collecting funds for all events.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny Allizadeh's CRS (Customer Relationship Summary).

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®

ChFC^®

Chartered Financial Consultant

Experience

Current

March 2, 2023 - Present

POSITION WEALTH

Office #1: 2001 Timberloch Place Suite 500, The Woodlands, TX 77380

RIA

CRD#: 325116

The Woodlands, TX

Past

September 19, 2019 - May 2, 2023

TRUCLARITY WEALTH ADVISORS

RIA

CRD#: 305145

THE WOODLANDS, TX

Past

July 1, 2010 - September 23, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

THE WOODLANDS, TX

Past

April 26, 2010 - September 23, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

THE WOODLANDS, TX

Past

January 6, 2010 - April 21, 2010

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

THE WOODLANDS, TX

Past

November 3, 2009 - April 21, 2010

EQUITABLE ADVISORS, LLC

CRD#: 6627

THE WOODLANDS, TX

Past

February 20, 2009 - June 30, 2009

RMC CAPITAL MARKETS GROUP, INC

CRD#: 139643

DALLAS, TX

Past

October 15, 2007 - January 9, 2009

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

March 28, 2006 - October 9, 2007

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

April 21, 2005 - January 19, 2006

ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612

MINNEAPOLIS, MN

Past

June 23, 2004 - March 22, 2005

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

June 17, 1999 - May 5, 2004

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

January 26, 1999 - June 10, 1999

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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".

POSITION WEALTH

POSITION WEALTH | POSITION WEALTH LLC

CRD#: 325116 / SEC#: 801-127393

RIA

Registered Investment Advisory firm - (2/27/2023 Approved)

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

Arizona
(9/5/2024)

IAR

California
(3/2/2023)

IAR

Florida
(6/28/2023)

IAR

Louisiana
(3/2/2023)

IAR

Nevada
(7/25/2024)

IAR

Texas
(3/2/2023)

IAR

Utah
(7/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/16/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/8/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/27/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/25/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

POSITION WEALTH

POSITION WEALTH | POSITION WEALTH LLC

CRD#: 325116 / SEC#: 801-127393

RIA

Registered Investment Advisory firm - (2/27/2023 Approved)

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Contact information

Main Address

2001 Timberloch Place Suite 500, The Woodlands, TX 77380

Mailing Address

Phone number

(281) 968-2780

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POSITION WEALTH LLC DISCLOSURE BROCHURE (2/3/2025)

Regulatory assets under management

Total Number of Accounts	581
AUM (Assets Under Management)	$ 206,173,951

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.

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Advisor Monitoring

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Danny Allizadeh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny Allizadeh's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUCLARITY WEALTH ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

RMC CAPITAL MARKETS GROUP, INC

EQUITABLE DISTRIBUTORS, LLC

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

ALLIANZ LIFE FINANCIAL SERVICES, LLC

JOHN HANCOCK DISTRIBUTORS LLC

EQUITABLE DISTRIBUTORS, LLC

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

POSITION WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 11/16/2009

Series 63

Date: 3/8/1999

SIE

Date: 10/1/2018

Series 7

Date: 3/27/2009

Series 6

Date: 1/25/1999

Current Firm

POSITION WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POSITION WEALTH

TRUST BUT VERIFY

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