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Current Employers
United Wealth Management, Llc

Charlottesville, VA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-08
CO RA APPROVED 2025-10-08
FL RA APPROVED 2025-10-08
VA RA APPROVED 2015-01-19
TX RA APPROVED_RES 2012-10-06
IL RA APPROVED 2005-10-07
  • CA RA
    APPROVED
    Since 2025-10-08
  • CO RA
    APPROVED
    Since 2025-10-08
  • FL RA
    APPROVED
    Since 2025-10-08
  • VA RA
    APPROVED
    Since 2015-01-19
  • TX RA
    APPROVED_RES
    Since 2012-10-06
  • IL RA
    APPROVED
    Since 2005-10-07

Branch Locations

Rochester, IL • United States

Charlottesville, VA • 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
United Wealth Management, Llc Springfield IL 10/2005 Present
United Airlines Chicago IL 09/1997 Present
Other Businesses

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: 9/29/1997 The approximate number of hours/month you devote to the other business: 6 days/ Month The number of hours you devote to the other business during securities trading hours:6 days/ Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-08
S63 Uniform Securities Agent State Law Examination 2003-10-09
  • S65 Uniform Investment Adviser Law Examination
    2005-09-08
  • S63 Uniform Securities Agent State Law Examination
    2003-10-09
Designations

View on SEC IAPD

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