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286 Madison Avenue 20Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-05-18 |
Branch Locations
286 Madison Avenue 20Th Floor, New York, NY 10017 • United States
7231 Forest Avenue Suite 204, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Management Of Virginia, Llc | Richmond | VA | 01/2014 | 06/2018 |
| Investment Management Of Virginia, Llc | Richmond | VA | 06/2018 | Present |
| Pinnacle Associates, Ltd. | Richmond | VA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-06 |
| S66 | Uniform Combined State Law Examination | 2004-08-18 |
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