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3300 W Leigh Street, Richmond, VA 23230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-18 |
| NJ | RA | APPROVED | 2026-03-17 |
Branch Locations
3300 W Leigh Street, Richmond, VA 23230 • United States
151 W 42Nd Street, New York, NY 10036 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc. | Teaneck | NJ | 01/2016 | 10/2016 |
| Dorsey, Wright & Associates, A Nasdaq Company | New York | NY | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-21 |
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