Marguerita Maria Cheng

Current Employers

Employment History

• 11/2013 → Present
  Private Client Services Llc.
  Louisville, KY
• 11/2013 → Present
  Blue Ocean Global Wealth
  Bethesda, MD

Previous Registrations

• 2013-12-23 → 2020-12-31
  Blue Ocean Global Wealth
  Gaithersburg, MD
• 1999-03-11 → 2013-12-06
  Ameriprise Financial Services, Llc
  Bethesda, MD
  Bethesda, MD
  Bethesda, MD

Other Businesses

1) Blue Ocean Global Wealth, 9841 Washingtonian Blvd #200, Gaithersburg, MD. DBA. CEO, 200 hours/month, 160 during trading hours. 2) Insurance sales through various carriers, 1-5 hrs/mo, all during trading. 3) GLG Gerson Lehrman Group, 60 East 42nd Street, 3rd Floor, New York, NY 10165. Council member for professional learning organization. 5 hrs/month, none during trading. 4) CNBC Digital FA Council. Provide readers/viewers straightforward, informative & relevant content that makes investment terms and strategies more transparent. 4 hrs/mo; 2 during trading hrs. 5) Trustee for testamentary trust for Stuart A Miller & Rebecca A Snyder. 0 hours/mo. 6) Forbes. Global Media. 499 Washington Blvd, Jersey City, NJ 07310. Contributor on GenX on women's issues. 10 hours/mo; 0 during trading hours. 7) AlphaSights. 350 Madison Ave, 12th Floor, New York, NY 10017. Professional services consulting firm. Consultant on FinTech, RIA & wealth management. 4 hours/mo; 0 during trading hours. 8) Freelance financial writer. Write articles for organizations regarding general financial topics. time spent approximately 5 hours per month. 9) Annuity.org. 189 S Orange Ave, Ste 100. Website to educate consumers on annuitization. Editing articles for technical accuracy. 5-10 hrs/mo, 0 during trading. 10) Expert witness related to social security. 5 hours/mo; 0 during trading hours. 11) University of Maryland. Samuel Riggs IV Alumni Center. College Park, MD 20742. Monitor & evaluate leadership, services & membership guide & determine mission & strategic direction. 5 hours/mo; 0 during trading hours. 12) Expert Opinion/Expert Consultant. 9841 Washingtonian Blvd, #200, Gaithersburg, MD 20878. I read information and write summary opinions about the CFP rules, policies and procedures. 3 hrs/mo; 1/2 hr during trading hrs. 13) FIG Marketing. 19520 West Catawba Ave, Suite 200, Cornelius, NC 28031. FIG is a general agency for insurance. Insurance agent placing business for my clients. 5 hrs/mo; 5 during trading hrs. 14) Carefull Corporation. 132 West 31st St, 9th Floor, New York, NY 1001. Carefull helps consumers and financial advisors with financial caregiving. Ambassador. 5 hrs/mo; 0 during trading. 15) BGA Premier Insurance. 5776 Lindero Canyon Road #D449, Westlake Village, CA 91362. This is a general agency for insurance. Insurance agent. 4 hrs/mo; 2 during trading. 16) Certified Financial Planners Board of Directors, 1425 K St. NW #800, Washington, DC 20005. Board member, 3-year term. 5 hrs/mo, 0 hrs during trading. 17) Kiplinger Advisor Council. Future US, Inc Full 7th Floor, 130 West 42nd Street NY, NY 10036. Members only professional networking association. Founding (inaugural) member. 4 hrs/mo, 0 during trading. 18) Successor trustee. 9841 Washingtonian Blvd, #200, Gaithersburg, MD 20878. Successor trustee for Jeanne Leslie and Scott Leslie in the event they are no longer able to make financial decisions. 0 hrs/mo, 0 hrs during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-08
• S65 Uniform Investment Adviser Law Examination
  1999-02-05

Designations

Other Names

• Rita Cheng