Margaret Frances Shipley

Current Employers

Employment History

• 09/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 05/2023 → 09/2023
  Unemployed
  Arlington, VA
• 09/2014 → 05/2019
  Overlee Community Association
  Arlington, VA
• 06/2022 → 07/2022
  Triad Advisors
  Norcross, GA
• 08/2021 → 05/2023
  Trinity University
  San Antonio, TX
• 09/2015 → 06/2019
  Yorktown High School
  Arlington, VA
• 09/2019 → 05/2020
  Amherst College
  Amherst, MA
• 05/2020 → 01/2021
  Private Nanny
  Arlington, VA
• 01/2021 → 05/2023
  Trinity University
  San Antonio, TX
• 09/2023 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Vienna, VA

Other Businesses

1) ARGENT BRIDGE ADVISORS POSITION: Nxt Gen Advisor & Financial Analyst NATURE: multi-member llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/25/2023 ADDRESS: 8045 Leesburg Pike Ste 250, Vienna VA 22182, United States DESCRIPTION: trading;eMoney planning and management,supporting new business/service operations,client review preparation,gather,request,and update client portfolio information,next-generation financial education,onboarding,servicing,assist with client retention effors,team investment committee 2) ARGENT BRIDGE 2 DIVORCE POSITION: Nxt Gen Advisor & Financial Analyst NATURE: NHA Holdings, LLC DBA Argent Bridge 2 Divorce (AB2D) INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2021 ADDRESS: 8045 Leesburg Pike, Suite 250, Vienna VA 22182, United States DESCRIPTION: Data Entry 3) ARGENT BRIDGE ADVISORS - INSURANCE POSITION: Nxt Gen Advisor and Financial Analyst NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2025 ADDRESS: 8045 Leesburg Pike, Suite 250, Vienna VA 22182, United States DESCRIPTION: Provide life insurance for financial planning clients when needed.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-06

Designations

Other Names

• Maggie Shipley