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1800 Bayberry Court, Suite 301, Richmond, VA 23226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-12-13 |
| CO | RA | APPROVED | 2022-12-09 |
Branch Locations
1800 Bayberry Court, Suite 301, Richmond, VA 23226 • United States
Boulder, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Threadneedle Investments | Boston | MA | 01/2017 | 04/2021 |
| The London Company Of Virginia | Boulder | CO | 09/2022 | Present |
| Unemployed | Boston | MA | 04/2021 | 09/2022 |
| Unemployed | Parsippany | NJ | 07/2016 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-05 |
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