Best Investors Account Sign in
Inactive

Adrienne Gail Ross

Apforia

Virginia Beach, VA

Spokane, WA

Claim This Profile
Current Employers
Apforia

582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-09-18
WA RA APPROVED 2023-08-02
  • VA RA
    APPROVED
    Since 2023-09-18
  • WA RA
    APPROVED
    Since 2023-08-02

Branch Locations

582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • United States

905 W Riverside Ave, Suite 201, Spokane, WA 99201 • 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
Clear Insight Financial Planning Llc Spokane WA 01/2019 Present
Zieders Enterprises Inc Stafford VA 07/2013 01/2021
Apforia Ltd Virginia Beach VA 06/2023 Present
  • 01/2019 → Present
    Clear Insight Financial Planning Llc
    Spokane, WA
  • 07/2013 → 01/2021
    Zieders Enterprises Inc
    Stafford, VA
  • 06/2023 → Present
    Apforia Ltd
    Virginia Beach, VA
Previous Registrations
  • 2019-08-02 → 2023-12-18
    Clear Insight Financial Planning, Llc
    Spokane, WA
Other Businesses

Clear Insight Tax; Is the business investment related: No; Location: 421 John Storm Ave #161 La Center Washington 98629 United States; Clear Insight Wealth Management, LLC (CIWM): Ms. Ross is a partner in Clear Insight Tax, a tax preparation and accounting firm. Clear Insight Tax provides tax preparation, accounting, and related services to individuals and businesses. Position Title: Partner; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 15;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-17
  • S65 Uniform Investment Adviser Law Examination
    2018-02-17
Designations
Other Names
  • Adrienne Gail Brenneman
  • Adrienne Ross

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Virginia Beach, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor