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Todd William Jorgenson

United Brokerage Services, Inc

Ashburn, VA

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Current Employers
United Brokerage Services, Inc

514 Market Street, Parkersburg, WV 26101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-10
VA RA APPROVED 2023-06-14
  • TX RA
    APPROVED
    Since 2024-07-10
  • VA RA
    APPROVED
    Since 2023-06-14

Branch Locations

21885 Ryan Center Way, Ashburn, VA 20147 • 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
Citigroup Vienna VA 04/2021 12/2021
New York Life Insurance Company Vienna VA 05/2018 06/2019
State Farm Blacksburg VA 05/2018 08/2018
Castle Strategic Partners Silver Spring MD 05/2017 08/2017
Home Depot Reston VA 08/2016 01/2017
Radford University Radford VA 08/2013 05/2019
United Brokerage Services Ashburn VA 12/2021 Present
Unemployed Vienna VA 07/2019 08/2020
Teleperformance Usa Vienna VA 09/2020 02/2021
Unemployed Vienna VA 03/2021 04/2021
  • 04/2021 → 12/2021
    Citigroup
    Vienna, VA
  • 05/2018 → 06/2019
    New York Life Insurance Company
    Vienna, VA
  • 05/2018 → 08/2018
    State Farm
    Blacksburg, VA
  • 05/2017 → 08/2017
    Castle Strategic Partners
    Silver Spring, MD
  • 08/2016 → 01/2017
    Home Depot
    Reston, VA
  • 08/2013 → 05/2019
    Radford University
    Radford, VA
  • 12/2021 → Present
    United Brokerage Services
    Ashburn, VA
  • 07/2019 → 08/2020
    Unemployed
    Vienna, VA
  • 09/2020 → 02/2021
    Teleperformance Usa
    Vienna, VA
  • 03/2021 → 04/2021
    Unemployed
    Vienna, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-15
  • S66 Uniform Combined State Law Examination
    2023-05-15
Other Names
  • Todd William Jorgenson
  • Todd W Jorgenson

View on SEC IAPD

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ESTERLYN FERNANDEZ
ANNE K. BYERLY
ROBERT PATRICK TIGANI

Other Offices

STRATEGIC ADVISERS LLC · ASHBURN, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · ASHBURN, VA
LPL FINANCIAL LLC · ASHBURN, VA
MAI CAPITAL MANAGEMENT, LLC · Ashburn, VA
ARBOR PRIVATE WEALTH, LLC · ASHBURN, VA
DIFFERENT INVESTMENTS, LLC · ASHBURN, VA
COMMONWEALTH FINANCIAL NETWORK · ASHBURN, VA
THRIVENT INVESTMENT MANAGEMENT INC. · Ashburn, VA

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