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Williamsburg, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2008-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Capital Corp | Lynnfield | MA | 02/2003 | Present |
| Eastern Point Advisors | Williamsburg | VA | 02/2003 | Present |
| 1693 Asset Management | Williamsburg | VA | 03/2002 | Present |
1693 ASSET MANAGEMENT - SECURITIES/BROKERAGE SINCE 3/02, PORTFOLIO MANAGER, 100% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-13 |
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