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Williamsburg, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-10 |
| AZ | RA | APPROVED | 2026-05-01 |
| VA | RA | APPROVED | 2026-03-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Globe Life Family Heritage | Williamsburg | VA | 12/2019 | 02/2020 |
| Pga Of America | Williamsburg | VA | 05/2014 | 03/2020 |
| The Everglades Club | Palm Beach | FL | 10/2016 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Williamsburg | VA | 03/2020 | 10/2021 |
| Northwestern Mutual Investment Services Llc | Williamsburg | VA | 02/2020 | 10/2021 |
| Penn Mutual Life Insurance Company | Williamsburg | VA | 10/2021 | 10/2022 |
| Hornor, Townsend & Kent, Llc | New York | NY | 02/2022 | 10/2022 |
| First Financial Group/Mass Mutual | Williamsburg | VA | 10/2022 | 10/2024 |
| Mml Investors Services, Llc | Virginia Beach | VA | 10/2022 | 10/2024 |
| Colonial Wealth Strategies | Williamsburg | VA | 10/2022 | Present |
| Tesfaye O'NEill Financial Llc | Alexandria | VA | 11/2024 | 02/2026 |
| Beacon Freedom Advisory, Llc | Williamsburg | VA | 11/2025 | Present |
1) JUSTIN ROBERTO; Yes; RESIDENTIAL ADDRESS ON FILE; OUTSIDE INSURANCE; AGENT; 10/01/2022; 2 hrs/month; DUR TRADING: 2 hrs/month; LIFE, DISABILITY, LONG-TERM CARE, HEALTH // 2) INNOVATIVE BROKERS CORP; Yes; 1276 50TH ST, #10, BROOKLYN NY 11219; OUTSIDE INSURANCE; BROKER; 01/01/2022; 1 HR/MO; 1 hr/month during trading; DISABILITY. 3) JUSTIN ROBERTO; No; RESIDENTIAL ADDRESS ON FILE; PGA PROFESSIONAL/PGA COACH; PGA PROFESSIONAL; 08/20/2015; 12 hrs/month; 12 hrs/month during security; COACH WITH THE WILLIAM AND MARY WOMEN'S GOLF TEAM AND ASSIST WITH TOURNAMENT PREPARATION AND COMPETITIONS // 4) COLONIAL WEALTH STRATEGIES LLC; Yes; 5544 GREENWICH RD, SUITE 303, WILLIAMSBURG, VA 23462; OUTSIDE INSURANCE LLC/DBA; OWNER; 1/13/2024; 5 hrs/month; 5 hrs/month during sec hrs; LLC AND DBA FOR OUTSIDE INSURANCE COMMISSIONS// 5) POWER OF PROFESSIONAL PARTNERS; No; 36 Betz Lane, Hampton VA 23666; Business Networking, Community Service; President; 04/2020; 1-2hrs/month; 1-2 hrs/month during sec hours; Responsible for running the meeting, overseeing the committees within it// 6) BIZ ACADEMY 360; No; 36 Betz Lane, Hampton VA 23666; Business coaching: Co-Owner/Business Coach; 01/2024 0 hrs right now.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-06 |
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