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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-10-26 |
Branch Locations
1300 Sunset Lane Suite 3210, Cupeper, VA 22701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Middleburg Bank | Leesburg | VA | 12/2003 | 03/2017 |
| Lpl Financial | Leesburg | VA | 02/2013 | 05/2019 |
| Raymond James Financial Services, Inc. | Purcellville | VA | 05/2019 | 01/2020 |
| Raymond James Financial Services Advisors, Inc. | Purcellville | VA | 05/2019 | 01/2020 |
| Union Bank & Trust | Leesburg | VA | 05/2019 | 01/2020 |
| Atlantic Union Bank | Purcellville | VA | 05/2019 | 01/2020 |
| Access National Bank | Leesburg | VA | 03/2017 | 05/2019 |
| Unemployed | Ashburn | VA | 01/2020 | 03/2020 |
| Lpl Financial Llc | Charles Town | WV | 04/2020 | 04/2021 |
| Bank Of Charles Town | Charles Town | WV | 04/2020 | 04/2021 |
| Royal Alliance Associates, Inc. | Jersey City | NJ | 01/2022 | 01/2022 |
| Unemployed | Ashburn | VA | 04/2021 | 01/2022 |
| Truist Investment Services,Inc | Culpeper | VA | 10/2022 | Present |
| Truist Advisory Services, Inc | Culpeper | VA | 10/2022 | Present |
| Unemployed | Culpeper | VA | 01/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-06 |
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