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4510 Cox Rd. Suite 302, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-17 |
Branch Locations
4510 Cox Rd. Suite 302, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wunderlich Securities, Inc. | Memphis | TN | 07/2014 | 01/2019 |
| Triad Advisors | Norcross | GA | 02/2019 | 10/2022 |
| Claris Financial | Glen Allen | VA | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-26 |
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