Allison K. Dubreuil

VIRGINIA BEACH, VA

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CRD#: 5392800

Professional summary

Allison Kay Dubreuil, CFP®, who also goes by Allison Kay Moss, Allison Kay Moss, was a registered financial advisor .

Allison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Allison had worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Allison Kay Moss | Allison Kay Moss

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)NAME: EXCELWORKS LLC INV REL: N ADD: 2628 SPRINGHAVEN DRIVE, VIRGINIA BEACH, VA 23456 NATURE: DIVING EQUIPMENT SALES POSITION: OWNER START DATE: 08/10/2017 NO. HR/MO: Less than an hour NO. HR/MO DURING SEC TRADING: 0

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

September 4, 2025 - Present

VIRGINIA BEACH, VA

Past

September 26, 2023 - September 3, 2025

GREYSTONE FINANCIAL GROUP, LLC

RIA

CRD#: 306595

VIRGINIA BEACH, VA

Past

September 22, 2017 - August 4, 2023

WEALTHWAY FINANCIAL ADVISORS

RIA

CRD#: 108824

NORFOLK, VA

Past

July 9, 2012 - August 11, 2015

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

VIRGINIA BEACH, VA

Past

June 4, 2012 - August 11, 2015

MML INVESTORS SERVICES, LLC

CRD#: 10409

VIRGINIA BEACH, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(9/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/20/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/11/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/1/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/25/2013

General Securities Principal Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Allison K. Dubreuil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GREYSTONE FINANCIAL GROUP, LLC

WEALTHWAY FINANCIAL ADVISORS

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/20/2012

SIE

Date: 8/11/2015

Series 7

Date: 6/1/2012

Series 24

Date: 6/25/2013

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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