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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-03-08 |
Branch Locations
2847 Penn Forest Boulevard Suite 100, Roanoke, VA 24018 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2015 | 05/2017 |
| Northwestern Mutual Investment Services Llc | Roanoke | VA | 05/2016 | 05/2017 |
| Bb&T Investments | Charlotte | NC | 05/2017 | 07/2019 |
| Bb&T Bank | Blacksburg | VA | 05/2017 | 01/2019 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 07/2019 |
| Bb&T | Blacksburg | VA | 01/2019 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roanoke | VA | 07/2019 | 03/2024 |
| Osaic Wealth, Inc. | Roanoke | VA | 03/2024 | Present |
| Bank Of America, N.A. | Roanoke | VA | 09/2019 | 03/2024 |
1. JASON RIDINGER- FIXED INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2004 ADDRESS: 5279 Golden Eagle Lane, Roanoke VA 24018, United States DESCRIPTION: Sales/Marketing of Fixed Annuities and Non-Variable Insurance. 2. ROANOKE VALLEY LEADERSHIP SERIES POSITION: Chairman NATURE: Promote Leadership Development in the Roanoke Valley. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 3583 Buck Mountain Road, Roanoke VA 24018, United States DESCRIPTION: Lead Board Meetings. Have no control over funds or investments and have no check writing authority. 3. FELLOWHIP OF CHRISTIAN ATHLETES AT VIRGINIA TECH POSITION: Board Member- FCA at Virginia Tech NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2016 ADDRESS: 8701 Leeds Road, Kansas City MO 64129, United States DESCRIPTION: Review FCA programs and budget for accuracy and effectiveness. 4. VALLEY FINANCIAL SOLUTIONS POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/08/2024 ADDRESS: 2847 Penn Forest Blvd, Suite 100, Roanoke VA 24018, United States DESCRIPTION: I will market and sell securities, investment advisory and insurance products on my own.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-01 |
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