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Michael Xavier Urpi

Emergent Financial Services, LLC.

Charlottesville, VA

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Current Employers
Emergent Financial Services, Llc.

310 Old Ivy Way Ste 302 Suite 302, Charlottesville, VA 22903 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-23
VA RA APPROVED 2026-03-23
  • NY RA
    APPROVED
    Since 2026-03-23
  • VA RA
    APPROVED
    Since 2026-03-23

Branch Locations

310 Old Ivy Way Ste 302 Suite 302, Charlottesville, VA 22903 • 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
Emergent Financial Services Charlottesville VA 07/2018 Present
University Of Virginia Charlottesville VA 08/2014 06/2018
  • 07/2018 → Present
    Emergent Financial Services
    Charlottesville, VA
  • 08/2014 → 06/2018
    University Of Virginia
    Charlottesville, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-23
  • S65 Uniform Investment Adviser Law Examination
    2026-03-23

View on SEC IAPD

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