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6641 West Broad Street Suite 600, Richmond, VA 23230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-31 |
| VA | RA | APPROVED | 2024-01-02 |
Branch Locations
6641 West Broad Street Suite 600, Richmond, VA 23230 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Callan Associates Llc | San Francisco | CA | 07/2010 | 10/2021 |
| Punch & Associates Investment Management, Inc. | Edina | MN | 11/2021 | 11/2023 |
| Thompson, Siegel & Walmsley Llc | Atlanta | GA | 12/2023 | Present |
| Funds Distributor, Llc | Atlanta | GA | 05/2026 | Present |
Thompson, Siegel & Walmsley LLC; Investment Related; Financial Services; Atlanta, GA; 12/13/2023; Managing Director, Consultant Relations; Consultant Relations; 160 Hrs Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-05 |
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