JR
Justin T. Roberto
TESFAYE O'NEILL FINANCIAL
Alexandria, VA 22310
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CRD#: 7235058
JR
Professional summary
Justin Tex Roberto is a registered financial advisor currently at TESFAYE O'NEILL FINANCIAL located in Alexandria, Virginia.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Justin has worked at 2 firms and has passed the Series 66, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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: JUSTIN ROBERTO, INV REL: Y ADDR: @ RESIDENTIAL ADDRESS ON FILE, NATURE: OUTSIDE INSURANCE, POSITION: AGENT, START:10/01/2022, NO HR/MO:2 NO HR/MO DUR TRADING:2, DUTIES: LIFE, DISABILITY, LONG-TERM CARE, HEALTH. 2) NAME: INNOVATIVE BROKERS CORP. INV REL: Y ADDR: 1276 50TH ST, #10, BROOKLYN NY 11219, NATURE: OUTSIDE INSURANCE, POSITION: BROKER, START: 01/01/2022, NO HR/MO:1 NO HR/MO DUR TRADING:1, DUTIES: DISABILITY. 3) NAME: JUSTIN ROBERTO, INV REL: N ADDR: @RESIDENTIAL ADDRESS ON FILE, NATURE: PGA PROFESSIONAL/PGA COACH, POSITION: PGA PROFESSIONAL, START:08/20/2015, NO HR/MO:12 NO HR/MO DUR TRADING:12, DUTIES: I COACH WITH THE WILLIAM AND MARY WOMEN'S GOLF TEAM AND ASSIST WITH TOURNAMENT PREPARATION AND COMPETITIONS. EARNING $2500 A YEAR OF INCOME. 4) NAME: COLONIAL WEALTH STRATEGIES LLC INV REL: Y ADDR:5544 GREENWICH RD, SUITE 303, WILLIAMSBURG, VA 23462 NATURE: OUTSIDE INSURANCE LLC/DBA POSITION: OWNER START DATE: 1/13/2024 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 DUTIES: LLC AND DBA FOR OUTSIDE INSURANCE COMMISSIONS 5) POWER OF PROFESSIONAL PARTNERS - WE ARE A NON-PROFIT 501(3)C NETWORKING GROUP, I AM THE PRESIDENT CURRENTLY. OUR BUSINESS IS NETWORKING, WITH ALL OF OUR FUNDS GOING TO CHARITY. I RECEIVE $0 OF INCOME FROM THIS GROUP AS THE PRESIDENT. 6) BIZ ACADEMY 360 - THIS IS A COACHING CLASS FOR BUSINESS OWNERS. IT IS A 2 DAY SEMINAR STYLE CLASS THAT MY BUSINESS PARTNER AND I HAVE STARTED. IT IS LAUNCHING AND WE EXPECT TO MAKE $100,000 FROM IT.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Tex Roberto's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 22, 2024 - Present
TESFAYE O'NEILL FINANCIAL
Office #1: 6350 Walker Lane, Suite 530, Alexandria, VA 22310RIA
CRD#: 322859
Alexandria, VA
Past
January 8, 2024 - November 5, 2024
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
VIRGINIA BEACH, VA
Past
January 3, 2023 - November 5, 2024
MML INVESTORS SERVICES, LLC
BD
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(12/13/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/4/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/3/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
TO
TESFAYE O'NEILL FINANCIAL
BEACON ESTATE TAX WEALTH | TESFAYE O'NEILL FINANCIAL LLC | TESFAYE O'NEILL FINANCIAL | BEACON LAW TAX WEALTH
CRD#: 322859 / SEC#:
Virginia
Registered Investment Advisory firm - (10/14/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6350 Walker Lane, Suite 530, Alexandria, VA 22310
Mailing Address
Phone number
(703) 705-2011
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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