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Winchester, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bnymellon | Pittsburgh | PA | 08/2012 | 03/2018 |
| Anacomp | Chantilly | VA | 04/2019 | 11/2019 |
| Trainor Consulting | Winchester | VA | 11/2019 | Present |
| Kulak Desigh Associates | Pittsburgh | PA | 03/2018 | 04/2019 |
Trainor Consulting Tax Preparation. Currently not investment related. 148 Fair Lane Winchester VA 22603. Tax Preparation. Owner. 11/12/2019. 40 total hours during the time period February 1 through April 15 each year. Hours of preparation vary. Tax preparation including printing and mailing completed tax returns.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-21 |
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