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RB

Rashidah L. Billups

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CRD#: 6366397
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Rashidah L Billups, who also goes by Rashidah Billups, Roz Billups, Rashidah Woodson, was a registered financial professional .

Rashidah is a previously registered financial professional and started their career in finance in 2016. Rashidah had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

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Question & Answer


Are you a "fiduciary"?
No

Aliases


Rashidah Billups | Roz Billups | Rashidah Woodson

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.
CORNERSTONE/BILLUPS FINANCIAL GROUP POSITION: Owner NATURE: Business Owner INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2019 ADDRESS: , Totowa NJ , United States DESCRIPTION: Owner BFG JUNIOR INVESTORS CLUB NATURE:EXCLUSIVELY CHARITABLE, FINANCIAL LITERACY COURSES FOR KIDS HOURS: 2 HOURS PER MONTH NJCC - 108 Church St., New Brunswick, NJ 08901 - 1/25/22 - 4/15/22 - NJCC Fellow - Economic Developement & Lending Fellowship - $25 hours for the designated hours from January through April - 50 hours per month some during trading hours Park Place Consultants/Open Access (non-profit organization - began 6/1/2022 - Executive Director - Assist business owners & real estate developers in new projects based on tax credits - Website www.parkplaceconsultants.com - approx. 120 hours per month soem during trading. CORNERSTONE FINANCIAL PARTNERS & ASSOCIATES, LLC, 161 MADISON AVE. STE 230, MORRISTOWN, NJ 07960 06/28/2022 - FOR MARKETING PURPOSES ONLY - WEBSITE WWW.THECFPARTNERS.COM

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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®
None

Experience


Past

May 10, 2021 - December 31, 2022

INTERVEST INTERNATIONAL, INC.

RIA
CRD#: 111516
Morristown, NJ
Past

May 6, 2021 - December 31, 2022

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
Morristown, NJ
Past

June 20, 2019 - May 11, 2021

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
Morristown, NJ
Past

June 5, 2019 - May 11, 2021

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
Morristown, NJ
Past

October 7, 2016 - June 6, 2017

MORGAN STANLEY

RIA
CRD#: 149777
SHORT HILLS, NJ
Past

July 28, 2016 - June 6, 2017

MORGAN STANLEY

BD
CRD#: 149777
SHORT HILLS, NJ

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/6/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


II
INTERVEST INTERNATIONAL, INC.
INTERVEST INTERNATIONAL, INC.

CRD#: 111516 / SEC#: 801-66615

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Contact information


Main Address
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918
Mailing Address
Phone number
(719) 592-9299
Established
Firm type
Fiscal year end
# of Employees
16

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A DATED 03/29/2024 (3/29/2024)

Regulatory assets under management


Total Number of Accounts356
AUM (Assets Under Management)$ 39,933,048

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.

Company Information


INTERVEST INTERNATIONAL, INC.

CRD#: 111516

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