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RIA / WealthAdvisor17 years in industry

Alexandra Renee Leon Guerrero

Advisor at ALG FINANCIAL

HAGATNA

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Search this name across graphsid dfx:ria:b249d600-c96c-1672-869e-810d39313ade

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 3, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALG FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 29, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 29, 2008
First registration: Oct 3, 2008
Dual registered: no
Other names: ALEXANDEA R LEON GNERRERO|ALEXANDRA RENEE LEON GUERRERO|ALEXANDEA R LEON GUERRERO|ALEXANDRA R TAITANO
IAPD individual key: 5230325

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALG FINANCIAL	State registered	Jul 8, 2024	n/a	yes	Hagatna	Current employment
BG INVESTMENT SERVICES, LLC	Mixed wealth	May 31, 2016	Jan 24, 2024	no	Hagatna	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	May 12, 2011	May 27, 2016	no	SAINT PETERS, MO\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|HAGATNA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 3, 2008	May 10, 2011	no	HAGATNA\|ALPHARETTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BG INVESTMENT SERVICES, LLC	ALG FINANCIAL	Jan 24, 2024	Jul 8, 2024	166	Firm change	RIA to state RIA
MONEY CONCEPTS ADVISORY SERVICE	BG INVESTMENT SERVICES, LLC	May 27, 2016	May 31, 2016	4	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MONEY CONCEPTS ADVISORY SERVICE	May 10, 2011	May 12, 2011	2	Firm change	Other

Relationships

Registered with (4)

→ ALG FINANCIALRegistered adviserregistration: current employment
Jul 8, 2024 to presentfactForm ADV
→ BG INVESTMENT SERVICES, LLCRegistered adviserregistration: previous registration
May 31, 2016 to Jan 24, 2024factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
May 12, 2011 to May 27, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 3, 2008 to May 10, 2011factForm ADV

Dated events

Occurred
Jan 24, 2024
Advisor changed firm
Alexandra Renee Leon Guerrero left Bg Investment Services, Llc for Alg Financial (registered 2024-07-08)
Form ADVobserved 4 days ago