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340 Browns Hill Court, Midlothian, VA 23114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Choice Financial Services Inc | Amsterdam | NY | 01/2002 | Present |
| Catherine Terry Rental Property | Amsterdam | NY | 01/2000 | Present |
| Voya Financial Advisors, Inc. | Amsterdam | NY | 10/2014 | 11/2018 |
| Lpl Financial | Williamsburg | VA | 11/2020 | Present |
| Colonial River Investments, Llc | Midlothian | VA | 11/2020 | Present |
1)11/25/2020 - Colonial River Wealth Management LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2)11/25/2020 - First Choice Financial Services, Inc. - Business Entity For Tax/ Investment Purposes Only - inv rel - at reported business location(s) - start: 2000 3) 11/25/2020 - Diamond Tax Services, LLC - Tax Prep/ Accounting/ CPA - inv rel - at reported business location(s) - start: 2018 - 80 hr/mth 4)11/25/2020 - Catherine Terry Rental Properties - Real Estate Rental - non-inv rel - at reported business location(s) 5) 01/08/2024 - Catherine Terry Rental Properties - Inv related - Williamsburg, VA & Amsterdam, NY - Real Estate Rental - Started: 10/1/2020 - 1 Hr/Mo; 0 Hr During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-22 |
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