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Boise, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-15 |
Branch Locations
409 First Street North, Charlottesville, VA 22902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equita Financial Network, Inc. | Fort Washington | PA | 10/2024 | 12/2025 |
| Foxhaven Asset Management | Charlottesville | VA | 07/2013 | 09/2023 |
| Visible Wealth Planning | Charlottesville | VA | 10/2024 | Present |
| Unemployed | Charlottesville | VA | 10/2023 | 09/2024 |
| Investor Fan | Snoqualmie | WA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-02 |
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