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413 Stuart Circle Suite 220, Richmond, VA 23220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-02 |
| VA | RA | APPROVED | 2023-08-01 |
Branch Locations
413 Stuart Circle Suite 220, Richmond, VA 23220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S&P Global Market Intelligence | Charlottesville | VA | 06/2016 | 07/2018 |
| Cetera Advisors Llc | Richmond | VA | 12/2017 | 07/2018 |
| Lpl Financial, Llc | Charlottesville | VA | 07/2018 | 12/2023 |
| Ascent Financial Group Llc | Charlottesville | VA | 03/2020 | Present |
NEWTON FAMILY HOLDINGS. NOT INVESTMENT-RELATED. 187 FOX HORN LANE, CHARLOTTESVILLE, VA 22902. REAL ESTATE RENTAL PROPERTY. POSITION: PARTNER. START DATE: 10/2024. 2 HOURS PER MONTH. DUTIES: GENERAL RENTAL ACTIVITIES, LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-18 |
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