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BARD DANIEL MALOVANY
BARD MALOVANY
CRD#: 2694395
IA
Investment Adviser
B
Broker
ASPECT PARTNERS, LLCCRD#: 307273 8500 EXECUTIVE PARK AVE
SUITE 400
FAIRFAX, VA 22031
PRIVATE CLIENT SERVICES, LLCCRD#: 120222 8500 EXECUTIVE PARK AVE
STE 400
FAIRFAX, VA 22031
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2003 - 2020 (16 years)IAASPECT PARTNERS, LLC (CRD# 307273)2022 - Present (2 years)BPRIVATE CLIENT SERVICES, LLC (CRD# 120222)2020 - Present (4 years)BTHE LINCOLN NATIONAL LIFE INSU... (CRD# 2580)2003 - 2006 (2 years)BADVANTAGE CAPITAL CORPORATION (CRD# 146)1996 - 2003 (7 years)IAALMANACK INVESTMENT PARTNERS (CRD# 282428)2020 - 2022 (2 years)IAADVANTAGE CAPITAL CORPORATION (CRD# 146)1998 - 2003 (5 years)
License(s)

State Registrations

B
California 7/24/2020

B
New York 7/24/2020

B
Connecticut 7/24/2020

B
North Carolina 7/24/2020

B
Delaware 12/8/2021

B
Pennsylvania 7/24/2020

B
District of Columbia 7/24/2020

B
South Carolina 8/4/2020

B
Florida 7/24/2020

B
Tennessee 1/14/2022

B
Georgia 7/24/2020

B
Texas 7/24/2020

B
Maryland 7/24/2020

IA
Texas 11/7/2022

B
Massachusetts 6/16/2021

B
Virginia 7/24/2020

B
Michigan 7/24/2020

IA
Virginia 1/1/2023

B
New Jersey 7/24/2020

B
Washington 12/8/2021

B
New Mexico 7/24/2020

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ASPECT PARTNERS, LLC (CRD#:307273)
8500 EXECUTIVE PARK AVE SUITE 400, FAIRFAX, VA 22031
Registered with this firm since 11/7/2022

B
PRIVATE CLIENT SERVICES, LLC (CRD#:120222)
8500 EXECUTIVE PARK AVE STE 400, FAIRFAX, VA 22031
Registered with this firm since 7/24/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/29/2020 - 12/31/2022 ALMANACK INVESTMENT PARTNERS (CRD#:282428) Fairfax, VA
IA
12/02/2003 - 07/27/2020 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) Fairfax, VA
B
11/28/2003 - 07/27/2020 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) Fairfax, VA
B
11/28/2003 - 05/26/2006 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) FORT WAYNE, IN
IA
11/20/1998 - 12/02/2003 ADVANTAGE CAPITAL CORPORATION (CRD#:146) ANNANDALE, VA
B
12/11/1996 - 12/02/2003 ADVANTAGE CAPITAL CORPORATION (CRD#:146) ATLANTA, GA
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B
Broker
IA
Investment Adviser
Disclosures
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