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1801 Libbie Avenue; Suite 106, Richmond, VA 23226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-01 |
| VA | RA | APPROVED | 2022-04-11 |
Branch Locations
1801 Libbie Avenue; Suite 106, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Richmond | VA | 01/2013 | 04/2017 |
| Ba Securities, Llc | W. Conshohocken | PA | 05/2018 | 08/2022 |
| Ralston Creek Capital | Daniel Island | SC | 05/2017 | 12/2020 |
| 3Chopt Investment Partners, Llc | Richmond | VA | 03/2022 | Present |
1)MEDIVISUALS HOLDCO NOT INVESTMENT RELATED 3311 W BROAD ST RICHMOND, VA 23230 HOLDING COMPANY FOR MEDIVISUALS LLC. SHAREHOLDER AND BOARD MEMBER EFFECTIVE 12/2021 1 HR DEVOTED; 1 HR DURING TRADING PROVIDE OPINION ON BUSINESS RELATED MATTERS. 2)ZERO II ONE 310 WESTOE RD, RICHMOND, VA 23229 PROVIDES BUSINESS MANAGEMENT SERVICES TO MEDIVISUALS SHAREHOLDER/CO-OWNER DECEMBER 2021 2 HOURS DEVOTED/2 HOURS DURING TRADING PROVIDE BUSINESS MANAGEMENT SERVICES TO ZERO II ONE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-13 |
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