Anita Dianne Roberts

Current Employers

Adviceone Advisory Services, Llc

100 Western Boulevard, Glastonbury, CT 06033 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2021-07-26

CT RA
APPROVED

Since 2021-07-26

Branch Locations

100 Western Boulevard, Glastonbury, CT 06033 • 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
Adviceone Advisory Services, Llc	Glastonbury	CT	09/2007	Present

09/2007 → Present

Adviceone Advisory Services, Llc

Glastonbury, CT

Other Businesses

1.) MARY KAY - 225 ILLINOIS AVE., BRISTOL, CT 06010; INDEPENDENT CONTRACTOR - CONSULTANT - MARCH 2005 - <1% OF TIME - 0 HRS/MO/TRD; SELL SKIN CARE & COSMETICS TO CLIENTS; NON-INVESTMENT RELATED 2.) ADVICEONE EMPOWERMENT COACHING LLC - 100 WESTERN BOULEVARD, GLASTONBURY, CT 06033 - 07/2014 START DATE - NIR - WORKING WITH MICHAEL GROSSMAN ON HIS ADVISOR COACHING PROGRAM. - COACHING LIAISON - POINT PERSON FOR THOSE IN COACHING PROGRAM OR INTERESTED IN PROGRAM. - 80 HRS/MO TRADING

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-07-26
S63	Uniform Securities Agent State Law Examination	2018-10-18

S65 Uniform Investment Adviser Law Examination

2021-07-26
S63 Uniform Securities Agent State Law Examination

2018-10-18

Other Names

Anita Dianne Schweitzer
Anita D Roberts

View on SEC IAPD

Current Employers

Adviceone Advisory Services, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

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