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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2015-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 10/2003 | Present |
| Finra - Consultant/Arbitrator | Virginia Beach | VA | 08/2004 | Present |
| Equestrian Sports Judge | Virginia Beach | VA | 04/2012 | Present |
| Collaborative Divorce Solutions Of Tidewater | Virginia Beach | VA | 11/2011 | Present |
| Virginia Financial Planning | Virginia Beach | VA | 03/2016 | 05/2020 |
| Collaborative Divorce Solutions Of Tidewater | Virginia Beach | VA | 11/2011 | Present |
| Us Equestrian Federation | Lexington | KY | 04/2012 | Present |
| Greenwich Partners, Llc | Suffolk | VA | 03/2019 | Present |
| Margaret Verdery Little | Virginia Beach | VA | 02/1995 | Present |
| Margaret Little, Cdfa | Virginia Beach | VA | 01/2021 | Present |
1.) COLLABORATIVE DIVORCE SOLUTIONS OF TIDEWATER - DIRECTOR - PROMOTE AWARENESS OF COLLABORATIVE DIVORCE - VIRGINIA BEACH, VA - SINCE 11/2011 - NOT INVESTMENT RELATED 2.) FINRA - CONSULTANT/ARBITRATOR - SERVE AS AN ARBITRATOR FOR OUR INDUSTRY'S SELF-REGULATORY AUTHORITY - VIRGINIA BEACH, VA - SINCE 05/2012 - NOT INVESTMENT RELATED 3.) US EQUESTRIAN FEDERATION - LICENSED OFFICIAL - JUDGE OCCASIONAL HORSE SHOW - LEXINGTON, KY - SINCE 04/2012 - NOT INVESTMENT RELATED 4.) GREENWICH PARTNERS, LLC - MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - SUFFOLK, VA - SINCE 03/2019 - INVESTMENT RELATED 5.) MARGARET VERDERY LITTLE - INSURANCE LICENSE - NON-VARIABLE INSURANCE - VIRGINIA BEACH, VA - SINCE 02/1995 - INVESTMENT RELATED 6.) WEALTH AVENUE - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - VIRGINIA BEACH, VA - SINCE 01/2020 - INVESTMENT RELATED 7.) MARGARET LITTLE, CDFA - CERTIFIED DIVORCE FINANCIAL ANALYST - CONSULTING SERVICES - VIRGINIA BEACH, VA - SINCE 01/2021 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-23 |
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