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Mechanicsville, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial | Glen Allen | VA | 02/2010 | 05/2017 |
| Claris Financial | Glen Allen | VA | 05/2016 | Present |
| Triad Advisors, Inc. | Norcross | GA | 05/2017 | 10/2022 |
| Macroedge Capital, Llc | Mechanicsville | VA | 06/2026 | Present |
1)Appointed with multiple carriers;not investment related;4551 Cox Rd,Suite 220,Glen Allen,VA 23060;insurance;5/16/2016;1 hr/month;0 hrs during trading;offer insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-25 |
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