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477 Viking Drive Suite 305, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-22 |
| SC | RA | APPROVED | 2024-06-27 |
| NC | RA | APPROVED | 2024-05-08 |
| VA | RA | APPROVED | 2001-04-11 |
Branch Locations
477 Viking Drive Suite 305, Va Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Security Management, Inc. | Virginia Beach | VA | 11/2000 | Present |
| O'BRien Asset Management | Virginia Beach | VA | 05/2026 | Present |
FINANCIAL SECURITY GROUP, INC.; INVESTMENT-RELATED: YES; ADDRESS: 477 VIKING DRIVE, STE 305, VIRGINIA BEACH VA 23452; NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE SALES, FINANCIAL ADVISORY SERVICES; POSITION: AGENT; START DATE: 3/4/97; APPROX. HRS PER MO: 120; APRROX HRS DURING TRADING HRS: 120; DUTIES: PREPARE QUOTES AND APPLICATIONS FOR LIFE AND HEALTH INSURANCE, PREPARE FINANCIAL PLANS & PROVIDE ADVISORY SERVICES. O'BRIEN ASSET MANAGEMENT: INVESTMENT-RELATED: YES; ADDRESS: 2256 NATOMA DRIVE, VIRGINIA BEACH, VA 23456; NATURE OF BUSINESS: PASS THROUGH ENTITY; POSITION: PRESIDENT; START DATE: 5/21/26; APPROX. HRS PER MO.: 2; APPROX. HRS PER MO. DURING TRADING: 1; DUTIES: ESTABLISH FINANCIAL ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-08 |
| S66 | Uniform Combined State Law Examination | 1997-10-03 |
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