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Charlottesville, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-15 |
| CO | RA | APPROVED | 2024-05-15 |
| FL | RA | APPROVED | 2024-05-15 |
| MD | RA | APPROVED | 2024-05-15 |
| KS | RA | APPROVED | 2020-04-27 |
| TX | RA | APPROVED | 2017-01-23 |
| AL | RA | APPROVED | 2013-02-21 |
| PA | RA | APPROVED | 2013-02-04 |
| VA | RA | APPROVED | 2007-10-09 |
| IL | RA | APPROVED | 2005-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Airlines | Chicago | IL | 03/1996 | Present |
| United Wealth Management, Llc | Charlottesville | VA | 12/2004 | Present |
The name of the other business: United Airlines Whether the business is investment-related: NO Address: 77 W. Wacker, Chicago, IL 60601 The nature of the other business: Aviation Your position, title, or relationship with the other business:Flight Officer The start date of your relationship: 03/11/1996 The approximate number of hours/month you devote to the other business: 3 days/ Month The number of hours you devote to the other business during securities trading hours:3 days/ Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-28 |
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