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Marianna Priscilla Beddard

The Playbook Advizor

Port Washington, NY

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Current Employers
The Playbook Advizor

Port Washington, NY • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-10-26
NY RA APPROVED 2021-10-21
  • CA RA
    APPROVED
    Since 2021-10-26
  • NY RA
    APPROVED
    Since 2021-10-21

Branch Locations

Port Washington, NY • 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
Wells Fargo Clearing Services, Llc Irvine CA 06/2014 10/2021
Wells Fargo Clearing Services, Llc Irvine CA 07/2014 10/2021
Playbook Advisory Group, Llc Dba The Playbook Advizor Corona Del Mar CA 08/2021 08/2023
Playbook Advisors Group, Llc Dba The Playbook Advizor Port Washington NY 10/2021 Present
Previous Registrations
Other Businesses

INSURANCE AGENT; INVESTMENT RELATED; 08/2014; NO TIME DEVOTED TO THIS ACTIVITY AS WILL NOT BE ACTIVELY SELLING INSURANCE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-03
  • S66 Uniform Combined State Law Examination
    2014-07-03
Other Names
  • Marianna Bossom
  • Marianna Beddard

View on SEC IAPD

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