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7130 Glen Forest Drive Suite 110, Richmond, VA 23226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-07 |
| NC | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2023-09-25 |
| VA | RA | APPROVED | 2022-12-12 |
Branch Locations
7130 Glen Forest Drive Suite 110, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Reston | VA | 09/2004 | 07/2018 |
| Fjy Financial | Reston | VA | 07/2018 | 05/2022 |
| Cerity Partners Llc | New York | NY | 06/2022 | 11/2022 |
| Spark Financial Advisors, Llc | Richmond | VA | 11/2022 | Present |
FIDUCIARY ACTIVITIES ; DAUGHTER; AUGUST 2012. Name of other business: FPACVA (FPA Central Virginia Chapter Board); Is business Investment related: No; Address of other business: Richmond, VA; Nature of other business: Association; Your position: President Start date of relationship: January 2022; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Participation in board meetings, involvement in Women in Finance collaboration and events, and helping out whatever is needed. Name of other business: National Capital Chapter of Society of Financial Services Professionals; Is business Investment related: No; Address of other business: Richmond, VA; Nature of other business: Association; Your position: Board Member; Start date of relationship: June 2021; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Participation in board meetings, involvement in Women in Finance collaboration and events, and helping out whatever is needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-17 |
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