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1801 Libbie Avenue; Suite 106, Richmond, VA 23226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-20 |
| VA | RA | APPROVED | 2022-04-14 |
Branch Locations
1801 Libbie Avenue; Suite 106, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thompson, Siegel & Walmsley Llc | Richmond | VA | 10/2005 | 04/2022 |
| Funds Distributor, Llc | Richmond | VA | 01/2014 | 04/2022 |
| 3Chopt Investment Partners Llc | Richmond | VA | 04/2022 | Present |
1) COUNTRY CLUB OF VIRGINIA; NON-INVESTMENT RELATED; COUNTRY CLUB; RICHMOND, VA; START 12/2020; BOARD MEMBER; BOARD AND COMMITTEE WORK; 2 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-05-08 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-30 |
| S66 | Uniform Combined State Law Examination | 2000-11-06 |
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