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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-03 |
Branch Locations
2800 N Parham Rd Suite 205, Richmond, VA 23131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tucker Franklin Insurance | Richmond | VA | 05/2010 | 12/2022 |
| Lincoln Financial Advisors Corporation | Richmond | VA | 09/2013 | 01/2025 |
| Osaic Wealth, Inc. | Richmond | VA | 01/2025 | 03/2026 |
| Davenport & Company Llc | Richmond | VA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-10 |
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