Best Investors Account Sign in
Inactive

Monica Michelle Boulter

Csp Financial Group LLC

Scottsdale, AZ

Baltimore, MD

Claim This Profile
Current Employers
Csp Financial Group Llc

14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-09-13
  • MD RA
    APPROVED
    Since 2023-09-13

Branch Locations

14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States

Baltimore, MD • 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
Weldon And Weldon Coaching, Inc. Watertown NY 04/2022 09/2023
U.S. Department Of State Washington DC 11/2015 Present
Digital Revamp Arlington VA 09/2019 06/2020
Monica Boulter, Sole Proprietor Balitmore MD 04/2022 Present
Csp Financial Group Llc Baltimore MD 09/2023 Present
  • 04/2022 → 09/2023
    Weldon And Weldon Coaching, Inc.
    Watertown, NY
  • 11/2015 → Present
    U.S. Department Of State
    Washington, DC
  • 09/2019 → 06/2020
    Digital Revamp
    Arlington, VA
  • 04/2022 → Present
    Monica Boulter, Sole Proprietor
    Balitmore , MD
  • 09/2023 → Present
    Baltimore, MD
Previous Registrations
  • 2022-04-05 → 2023-09-01
    Weldon And Weldon Financial Coaching
    Baltimore, MD
    Arlington, VA
    Watertown, NY
Other Businesses

1) U.S. DEPARTMENT OF STATE; FOREIGN AFFAIRS OFFICER; NOT INV RELATED; WASHINGTON, DC; START 11/2015; GREATER THAN 75% OF TIME SPENT IN THIS PRACTICE; APPROX 160 HRS/MO 160 HRS DURING SECURITIES TRADING. 2) Monica Boulter, Sole Proprietor; Investment Related; Baltimore, MD; Insurance Agent; Fixed Insurance Sales; Started 04/2022; Approximately 48 hours spent per month during securities trading hours. 3) Charles Village Civic Association; Not Inv Rel; Baltimore, MD; Start 10/2024; Board Secretary-volunteer position; Community Event Board and Land Use Committee; 2 hrs/mo. 4) Village Learning Place; Not Inv Rel; Baltimore, MD; Start 05/2026; Board Treasurer-volunteer position; Educational and Library Facility; review of funded accountant's work and educating the board; 4 hrs/mo.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-02
  • S65 Uniform Investment Adviser Law Examination
    2020-10-02
Other Names
  • Monica Michelle Boulter
  • Monica M Boulter

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor