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10001 Patterson Avenue Suite 110, Henrico, VA 23238-5126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-01-03 |
Branch Locations
90 Whitewood Road Suite 1, Charlottesville, VA 22901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Richmond | VA | 07/2004 | 10/2024 |
| Osaic Wealth, Inc. | Charlottesville | VA | 10/2024 | Present |
1. OLIVET PRESBYTERIAN CHURCH POSITION: Personnel committee member NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 2575 Garth Rd, Charlottesville VA 22901, United States DESCRIPTION: Assist with Personnel reviews. 2. INNOVATIVE INSURANCE SOLUTIONS, LTD POSITION: President/ Secy/ Treas. NATURE: S Corporation- Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 12/03/2007 ADDRESS: 90 Whitewood Road, Suite 1, Charlottesville VA 22901, United States DESCRIPTION: Fixed Insurance and P&C insurance, not securities 3. VIRGINIA INVESTMENT ADVISORY POSITION: Solicitor NATURE: Investment Related- Outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/20/2007 ADDRESS: 10001 Patterson Avenue, Ste 110, Henrico VA 23238, United States DESCRIPTION: Refer those who wish Investment Advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-14 |
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