Jeffrey Ross Lippman

Current Employers

Employment History

• 06/2011 → Present
  Capitol Securities Management
  Glen Allen, VA
• 07/2011 → Present
  Capitol Financial Consultants, Inc.
  Mclean, VA

Previous Registrations

• 2006-06-05 → 2011-07-01
  Mml Investors Services, Llc
  Rockville, MD
  Ashburn, VA

Other Businesses

1) Name of Business: Jeffrey Lippman Investment-related: Yes Address: 8180 GREENSBORO DRIVE SUITE 1150 MCLEAN, VA 22102 Nature of the other business: Referral of group insurance products Position, title, or relationship with the other business: N/A Start date: 2006 Approx number of hours/month you devote to the other business: 0 Approx number of hours/month you devote to the other business during securities trading hours: 0 Describe your duties relating to the other business: N/A 2) Name of Business: CAPITOL FINANCIAL CONSULTANTS, INC Investment-related: YEs Address: 8180 GREENSBORO DRIVE SUITE 1150 MCLEAN, VA 22102. Nature of the other business: COMPREHENSIVE FINANCIAL PLANNING, INVESTMENT ADVISOR, BROKER INSURANCE PRODUCTS QUALIFIFED UNDER HEALTH & LIFE Position, title, or relationship with the other business: FINANCIAL ADVISOR Start date: JULY OF 2011 Approx number of hours/month you devote to the other business: 220 Approx number of hours/month you devote to the other business during securities trading hours: 130 Describe your duties relating to the other business: FINANCIAL PLANNING, ASSET ALLOCATION, 401K ADVISOR, INVESTMENT ADVICE, SERVICE & MARKET INSURANCE PRODUCTS FOR INDIVIDUALS AND COMPANIES INCLUDING MEDICAL, DISABILITY, LIFE, LONG-TERM CARE AND DENTAL

Exams

• S66 Uniform Combined State Law Examination
  2006-05-26

Designations

Other Names

• Jeffrey Lippman