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Michele Ann Vendig

Mjp Wealth Advisors

Westport, CT

Farmington, CT

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Current Employers
Mjp Wealth Advisors

74 Batterson Park Rd Suite 103, Farmington, CT 06032 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2008-07-23
  • CT RA
    APPROVED
    Since 2008-07-23

Branch Locations

320 Post Road, Westport, CT 06880 • United States

74 Batterson Park Rd Suite 103, Farmington, CT 06032 • 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
Royal Alliance Associates Farmington CT 07/2006 03/2018
Mjp Associates, Inc. Farmington CT 07/2008 Present
Arete Wealth Management Llc Chicago IL 03/2018 10/2025
  • 07/2006 → 03/2018
    Royal Alliance Associates
    Farmington, CT
  • 07/2008 → Present
    Mjp Associates, Inc.
    Farmington, CT
  • 03/2018 → 10/2025
    Arete Wealth Management Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-09
S63 Uniform Securities Agent State Law Examination 2006-12-13
  • S65 Uniform Investment Adviser Law Examination
    2007-08-09
  • S63 Uniform Securities Agent State Law Examination
    2006-12-13
Other Names
  • Michele Ann Potoff

View on SEC IAPD

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