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14325 Willard Road Suite 104, Chantilly, VA 20151-2110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2011-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellington Consulting Services, Inc. | Chantilly | VA | 06/2010 | Present |
Individual has an independent contractor with Wellington Retirement Solutions, Inc. since January 1, 2015 which is investment-related insomuch as it engages in third-party recordkeeping for company retirement plans and is associated with the RIA entity, Wellington Consulting Services, Inc. About 50% of the individual's time (about 100 hours per month, including securities trading hours) is spent acting as an independent contractor for Wellington Retirement Solutions, Inc. at its following address: Wellington Retirement Solutions, Inc. 14325 Willard Road, Suite 104 Chantilly, VA 20151 Individual is also a licensed real estate agent: Keller Williams East Boca Raton 2424 N Federal Hwy #150 Boca Raton, FL 33431 Not investment-related Start Date of May 2015 0-10 hours per month average None during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-12 |
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