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Jacqueline Nicole Almeida

Duet Advisory Services LLC

Bingham Farms, MI

Pleasanton, CA

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Current Employers
Duet Advisory Services Llc

30400 Telegraph Rd. Suite 115, Bingham Farms, MI 48025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-01
  • CA RA
    APPROVED
    Since 2025-05-01

Branch Locations

30400 Telegraph Rd. Suite 115, Bingham Farms, MI 48025 • United States

5890 Stoneridge Dr. Suite 103, Pleasanton, CA 94588 • 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
Duet Advisory Services Llc Pleasanton CA 05/2021 Present
Marsh & Mclennan Agency San Diego CA 08/2018 08/2021
Student San Diego CA 09/2014 05/2018
  • 05/2021 → Present
    Duet Advisory Services Llc
    Pleasanton, CA
  • 08/2018 → 08/2021
    Marsh & Mclennan Agency
    San Diego, CA
  • 09/2014 → 05/2018
    Student
    San Diego, CA
Other Businesses

Private Client Services, investment-related, 2225 Lexington Rd, Louisville, KY 40206, broker-dealer, non-FINRA-registered associate, start date 09/17/2021, 10 hours per month, 10 during trading hours, operational duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-01
  • S65 Uniform Investment Adviser Law Examination
    2025-05-01

View on SEC IAPD

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Ariel Gerald Wagner
Adam Saghir
E. Brian Mosallam
ANTHONY MONA
JEFF RYAN OSAER
Kyle Scott Worthy
Anthony P. Mansoor

Other Offices

OCTO CAPITAL, LLC · BINGHAM FARMS, MI
SPARTAN WEALTH MANAGEMENT · BINGHAM FARMS, MI
FOCUS PARTNERS WEALTH, LLC · Bingham Farms, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Bingham Farms, MI
LPL FINANCIAL LLC · BINGHAM FARMS, MI
EDWARD JONES · Bingham Farms, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BINGHAM FARMS, MI
FOUNDATIONS INVESTMENT ADVISORS LLC · Bingham Farms, MI

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