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Virginia Beach, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-08 |
| MI | RA | APPROVED | 2025-09-29 |
| VA | RA | APPROVED | 2025-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pepsico | Chicago | IL | 01/2015 | 01/2017 |
| Cvs Health | Chicago | IL | 01/2017 | 01/2021 |
| Adp | Norfolk | VA | 01/2021 | 01/2023 |
| Vantage Point Analytics | Virginia Beach | VA | 01/2023 | Present |
| Diversified Consumer Planning Llc | Virginia Beach | VA | 06/2021 | Present |
| Diversified Consumer Planning Llc | Glenview | IL | 01/2016 | 06/2021 |
1. Vantage Point Analytics; Founder & Principal; Not investment Related; 2221 Maple Street Virginia Beach VA 23451; Offers corporate finance consulting and strategic advisory services; Vantage Point Analytics partners with leadership to optimize finance transformation, ERP implementation, strategic planning, restructuring, and cross-functional collaboration; Start date: 2023-04-01; Hours per month devoted to business during trading hours: 32; Hours per month devoted to business outside trading hours: 13; Percentage of total yearly compensation expected to be derived from the business: 92.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-08 |
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