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753-C Thimble Shoals Boulevard, Newport News, VA 23606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2003-12-02 |
Branch Locations
753-B Thimble Shoals Road, Newport News, VA 23606 • United States
3761 A. Westerre Parkway, Richmond, VA 23233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montgomery Capital Management, Llc | Newport News | VA | 11/2003 | Present |
| College Funding Group, Llc | Richmond | VA | 09/2009 | Present |
College Funding Group, LLC, Non-Investment Related, 3761-A Westerre Parkway, Richmond, VA 23233. Provide advice about funding college education. Director since 9/09; approximately 60 hours per month, with approximately 40 hours during trading hours per month. Meet with clients to discuss college plans, financial aid opportunities and scholarship sources. Review financial aid forms, explain how colleges award aid, answer questions about family specific circumstances that might impact college funding.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-25 |
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