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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-24 |
| VA | RA | APPROVED | 2018-08-23 |
Branch Locations
222 Central Park Ave Suite 1100, Virginia Beach, VA 23462 • United States
Virginia Beach, VA • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Virginia Beach | VA | 04/2012 | 08/2018 |
| Bank Of America N.A. | Virginia Beach | VA | 07/2012 | 08/2018 |
| Massmutual Life Insurance Company | Virginia Beach | VA | 07/2018 | Present |
| Mml Investors Services, Llc | Virginia Beach | VA | 08/2018 | Present |
(1) NAME: SEASHORE CHURCH INV REL: N ADD: 5525 WAR ADMIRAL ROAD VIRGINIA BEACH VA 23462 NATURE: RELIGIOUS POSITION: PASTOR START DATE: 3/1/2022 NO HRS/MO: 25 NO HRS/MO DUR TRADING: 4 DUTIES: TEACHING COURSES, MEETING WITH PEOPLE. (2) NAME: RISE FOUNDATION, INV REL: Y ADDR: 49 BEACH RD, HAMPTON VA 23664, NATURE:BUILDING TINY HOMES FOR DISASTER VICTIMS, POSITION: BOARD MEMBER/CO-TREASURER, START: 4/1/2024, NO HR/MO: 5 NO HR/MO DUR TRADING:0, DUTIES: ASSIST IN ADVISING ORGANIZATION ON PROCESS, PROVIDE ACCOUNTABILITY TO ORGANIZATION MEMBER, ASSIST IN IMPLEMENTING STRATEGY, HELP OVERSEE ORG CASHFLOW. (3) NAME: FOUNDATIONAL WEALTH STRATEGIES, LLC INV REL: Y ADD: 222 CENTRAL PARK AVE, STE 1100, VIRGINIA BEACH VA 23462 NATURE: FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 01/01/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: FOR PASS THROUGH COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-21 |
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