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304 Bulifants Boulevard Suite 101, Williamsburg, VA 23188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-07-16 |
| VA | RA | APPROVED | 2014-10-07 |
Branch Locations
304 Bulifants Boulevard Suite 101, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dominguez Wealth Management Solutions, Inc. | Williamsburg | VA | 10/2014 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | Present |
(1) FIXED INSURANCE SALES - INVESTMENT RELATED - WILLIAMSBURG, VA - FIXED INSURANCE - MINIMAL TIME DURING SECURITIES TRADING HOURS. (2) DOMINGUEZ TAX SERVICES (DBA) JEFFREY P. DOMINGUEZ, CFP, A, CLTC, SOLE PROPRIETOR. NOT INVESTMENT RELATED. WILLIAMSBURG, VA. TAX PREPARATION AND ANALYSIS. 20 HOURS PER WEEK DURING FEB-MAY, NONE DURING TRADING HOURS. (3) DOMINGUEZ WEALTH MANAGMENT SOLUTIONS INC, INVESTMENT RELATED-304 Bulifants Blvd., Suite 101, WILLIAMSBURG VA 23118. 100% SHAREHOLDER, PRESIDENT, S-CORP. START DATE 10/1/2014 RIA 50 HOURS/WEEK. PROVIDE INVESTMENT ADVISORY AND TAX PLANNING SERVICES. (4) PKS FINANCIAL, 80 STATE ST, ALBANY, NY 12207. INVESTMENT RELATED, INDEPENDENT INSURANCE AGENT, 1/2015-PRESENT. 40 HRS/MONTH, 40 HRS/MONTH DURING TRADING. DUTIES INCLUDE SALES OF INSURANCE PRODUCTS AND FIXED ANNUITIES. (5) Williamsburg Soccer Club. Not Investment Related. 809 Richmond Road, Williamsburg VA, Youth Soccer Club. Board Member. Start 9/26/2019. 2 hours per month not during trading hours. Oversight of club staff/finances. No access to bank account or authorization to write checks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-08 |
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