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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-06-29 |
Branch Locations
8391 Old Courthouse Rd Ste 203, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Artemis Financial Advisors | Boston | MA | 07/2018 | 03/2020 |
| Unemployed | Boston | MA | 01/2018 | 07/2018 |
| Andersen Tax | Mclean | VA | 07/2012 | 01/2018 |
| Glassman Wealth Services, Llc | Vienna | VA | 03/2020 | 07/2022 |
| Vlp Financial Advisors | Vienna | VA | 08/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: VLP FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED ADDRESS; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: DIRECTOR OF INVESTMENTS; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: LEADING INVESTMENT RESEARCH TEAM AND RUNNING PORTFOLIO MANAGEMENT SOFTWARE FOR CLIENT PORTFOLIOS ACROSS THE FIRM. THE PRIMARY DAILY RESPONSIBILITIES ALSO INCLUDE TRADING ACCOUNTS, ONGOING INVESTMENT RESEARCH, AND REBALANCING CLIENT PORTFOLIOS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-16 |
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