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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-14 |
| VA | RA | APPROVED | 2026-04-14 |
| KY | RA | APPROVED | 2025-01-01 |
| VT | RA | APPROVED | 2025-01-01 |
| OH | RA | APPROVED | 2024-11-26 |
| NY | RA | APPROVED | 2021-02-20 |
| DE | RA | APPROVED | 2016-08-09 |
| NJ | RA | APPROVED | 2016-08-04 |
| ME | RA | APPROVED | 2016-07-29 |
| PA | RA | APPROVED | 2016-07-28 |
| MA | RA | APPROVED | 2012-11-20 |
| CT | RA | APPROVED | 2012-11-19 |
| NH | RA | APPROVED | 2012-11-16 |
| RI | RA | APPROVED | 2012-11-16 |
| WV | RA | APPROVED | 2005-09-26 |
Branch Locations
Londonderry, NH • United States
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma Retirement Corporation | Chesapeake | VA | 09/2001 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-11 |
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