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Joseph Vincent Carter

United Brokerage Services, Inc

Mclean, VA

Springfield, VA

Vienna, VA

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Current Employers
United Brokerage Services, Inc

514 Market Street, Parkersburg, WV 26101 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2019-09-04
VA RA APPROVED 2019-09-04
  • MD RA
    APPROVED
    Since 2019-09-04
  • VA RA
    APPROVED
    Since 2019-09-04

Branch Locations

1320 Old Chain Bridge Road, Mclean, VA 22101-3930 • United States

7830 Backlick Rd., Suite 101, Springfield, VA 22150 • United States

2071 Chain Bridge Road, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Global Atlantic Distributors, Llc (Fka Forethought Distributors) Simsbury CT 01/2013 09/2018
Global Atlantic Financial Company Simsbury CT 01/2014 09/2018
United Brokerage Services Inc Parkersburg WV 05/2019 Present
Ameriestate Legal And Asc Financial Planners Ashburn VA 10/2018 05/2019
  • 01/2013 → 09/2018
    Global Atlantic Distributors, Llc (Fka Forethought Distributors)
    Simsbury, CT
  • 01/2014 → 09/2018
    Global Atlantic Financial Company
    Simsbury, CT
  • 05/2019 → Present
    United Brokerage Services Inc
    Parkersburg, WV
  • 10/2018 → 05/2019
    Ameriestate Legal And Asc Financial Planners
    Ashburn, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-03
S63 Uniform Securities Agent State Law Examination 1997-08-13
  • S65 Uniform Investment Adviser Law Examination
    2019-09-03
  • S63 Uniform Securities Agent State Law Examination
    1997-08-13
Other Names
  • Joseph Carter
  • Joe Carter
  • Joseph Vincent Carter

View on SEC IAPD

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