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Bridget Elizabeth Harkins

Wheels Up Wealth, Inc.

Benicia, CA

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Current Employers
Wheels Up Wealth, Inc.

Benicia, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-06
CA RA APPROVED 2020-03-19
  • TX RA
    APPROVED_RES
    Since 2023-04-06
  • CA RA
    APPROVED
    Since 2020-03-19

Branch Locations

Benicia, CA • 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
Wheels Up Wealth, Inc. Benicia CA 02/2020 Present
Dimensional Fund Advisors Llc Santa Monica CA 01/2016 12/2017
Dimensional Fund Advisors Llc Santa Monica CA 01/2018 01/2020
  • 02/2020 → Present
    Wheels Up Wealth, Inc.
    Benicia, CA
  • 01/2016 → 12/2017
    Dimensional Fund Advisors Llc
    Santa Monica, CA
  • 01/2018 → 01/2020
    Dimensional Fund Advisors Llc
    Santa Monica, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-03-04
  • S63 Uniform Securities Agent State Law Examination
    2016-03-04
Designations

View on SEC IAPD

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