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4870 Sadler Road Suite 300, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2009-10-08 |
Branch Locations
4870 Sadler Road Suite 300, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Estate And Retirement Planning Group, Inc. | Richmond | VA | 01/2004 | Present |
| G Marketing, Inc. | Richmond | VA | 07/2008 | 12/2017 |
| Virginia Estate And Retirement Planning Advisors, Inc. | Richmond | VA | 08/2009 | Present |
| Virginia Tax Center | Glen Allen | VA | 08/2016 | Present |
VIRGINIA ESTATE AND RETIRMENT PLANNING GROUP, INC.; INVESTMENT RELATED; RICHMOND, VA; INSURANCE SERVICES; PRESIDENT/INSURANCE AGENT; 01/2004; APPROX. 20 HRS/MO. SPENT IN THIS BUSINESS Virginia Tax Center; NON-INVESTMENT RELATED; RICHMOND VA; TAX CONSULTING AND PREPARATION; PRESIDENT; 08/2016; APPROX. LESS THAN 5% OF TIME SPENT IN THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-23 |
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