Allison Kay Dubreuil

Current Employers

Haven Financial Partners Llc

249 Central Park Avenue Suite 300-252, Virginia Beach, VA 23462 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-11-07
VA	RA	APPROVED	2025-09-04

MI RA
APPROVED

Since 2025-11-07
VA RA
APPROVED

Since 2025-09-04

Branch Locations

Virginia Beach, VA • United States

249 Central Park Avenue Suite 300-252, Virginia Beach, VA 23462 • 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

Organization	City	State	From	To
Wealthway Financial Advisors	Norfolk	VA	08/2015	08/2023
Greystone Financial Group, Llc	Bloomfield Hills	MI	09/2023	09/2025
Haven Financial Partners, Llc	Virginia Beach	VA	04/2025	Present
Excelworks Llc	Virginia Beach	VA	08/2017	Present

08/2015 → 08/2023

Wealthway Financial Advisors

Norfolk, VA
09/2023 → 09/2025

Greystone Financial Group, Llc

Bloomfield Hills, MI
04/2025 → Present

Haven Financial Partners, Llc

Virginia Beach, VA
08/2017 → Present

Excelworks Llc

Virginia Beach, VA

Previous Registrations

2023-09-26 → 2025-09-03

Greystone Financial Group, Llc

Virginia Beach, VA

Bloomfield Hills, MI
2017-09-22 → 2023-08-04

Wealthway Financial Advisors

Norfolk, VA
2012-07-09 → 2015-08-11

Mml Investors Services, Llc

Virginia Beach, VA

Other Businesses

(1)NAME: EXCELWORKS LLC INV REL: N ADD: 2628 SPRINGHAVEN DRIVE, VIRGINIA BEACH, VA 23456 NATURE: DIVING EQUIPMENT SALES POSITION: OWNER START DATE: 08/10/2017 NO. HR/MO: Less than an hour NO. HR/MO DURING SEC TRADING: 0

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-06-20

S63 Uniform Securities Agent State Law Examination

2012-06-20

Designations

Other Names

Allison Kay Moss
Allison Kay Moss

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