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Current Employers
Virginia Estate And Retirement Planning Advisors, Inc.

4870 Sadler Road Suite 300, Glen Allen, VA 23060 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2009-10-08
  • VA RA
    APPROVED
    Since 2009-10-08

Branch Locations

4870 Sadler Road Suite 300, Glen Allen, VA 23060 • 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
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
  • 01/2004 → Present
    Virginia Estate And Retirement Planning Group, Inc.
    Richmond, VA
  • 07/2008 → 12/2017
    G Marketing, Inc.
    Richmond, VA
  • 08/2009 → Present
    Richmond, VA
  • 08/2016 → Present
    Virginia Tax Center
    Glen Allen, VA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-11-28
S63 Uniform Securities Agent State Law Examination 1989-06-23
  • S65 Uniform Investment Adviser Law Examination
    2003-11-28
  • S63 Uniform Securities Agent State Law Examination
    1989-06-23
Other Names
  • Tom Marshall

View on SEC IAPD

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