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101 Duncraig Dr. Unit 106, Lynchburg, VA 24502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-12 |
| VA | RA | APPROVED | 2020-07-21 |
Branch Locations
101 Duncraig Dr. Unit 106, Lynchburg, VA 24502 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Virginia Beach | VA | 01/2011 | 11/2017 |
| Mml Investors Services, Llc | Virginia Beach | VA | 04/2011 | 11/2017 |
| Lpl Financial Llc | Forest | VA | 11/2017 | 07/2020 |
| Colonial River Investments, Llc | Forest | VA | 11/2017 | 07/2020 |
| Wood Creek Capital Advisors, Llc | Lynchburg | VA | 07/2020 | Present |
| Douglas Jones Sole-Proprietor | Lynchburg | VA | 11/2017 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-25 |
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