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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-01 |
| VA | RA | APPROVED | 2026-05-01 |
Branch Locations
East Shore 1 100 Eastshore Drive, Suite 300, Glen Allen, VA 23059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Washington | DC | 03/2019 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 08/2011 | 04/2021 |
| Truist Investment Services, Inc. | Fredericksburg | VA | 04/2021 | 07/2025 |
| Mml Investors Services, Llc | Glen Allen | VA | 04/2026 | Present |
| Massmutual Life Insurance Company | Glen Allen | VA | 04/2026 | Present |
| Geico | Fredericksburg | VA | 08/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-18 |
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