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Amy C Grieves

Osaic Institutions, Inc.

Colonial Heights, VA

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-01-03
  • VA RA
    APPROVED
    Since 2017-01-03

Branch Locations

764 E Ellerslie Ave, Colonial Heights, VA 23834 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Richmond VA 04/2014 12/2016
Morgan Stanley Private Bank, National Association New York NY 01/2015 01/2017
Infinex Investments, Inc Meriden CT 01/2017 Present
Bank Of Southside Virginia Colonial Heights VA 01/2017 Present
  • 04/2014 → 12/2016
    Morgan Stanley
    Richmond, VA
  • 01/2015 → 01/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2017 → Present
    Infinex Investments, Inc
    Meriden, CT
  • 01/2017 → Present
    Bank Of Southside Virginia
    Colonial Heights, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-25
S63 Uniform Securities Agent State Law Examination 1998-06-12
  • S65 Uniform Investment Adviser Law Examination
    2004-02-25
  • S63 Uniform Securities Agent State Law Examination
    1998-06-12
Designations
Other Names
  • Amy Chandler
  • Amy Carden Chandler

View on SEC IAPD

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LINDA JANE GILLIKIN
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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · COLONIAL HEIGHTS, VA
PFS INVESTMENTS INC. · COLONIAL HEIGHTS, VA
FIRST COMMAND ADVISORY SERVICES · Colonial Heights, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Colonial Heights, VA
FIRST COMMAND ADVISORY SERVICES · Colonial Heights, VA
FIRST COMMAND ADVISORY SERVICES · COLONIAL HEIGHTS, VA
TRUIST ADVISORY SERVICES, INC. · COLONIAL HEIGHTS, VA
BROWN EDWARDS WEALTH STRATEGIES · COLONIAL HEIGHTS, VA

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