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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-01 |
Branch Locations
301 Concourse Boulevard Suite 140, Glen Allen, VA 23059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck Inc. | Bethesda | MD | 01/2016 | 12/2017 |
| Lpl Financial Llc | Glen Allen | VA | 12/2017 | 12/2023 |
| Old Dominion Asset Management Inc | Glen Allen | VA | 12/2017 | Present |
| Osaic | Glen Allen | VA | 12/2023 | Present |
1) OLD DOMINION ASSET MANAGEMENT, INC. POSITION: Vice President of Operations NATURE: This is a DBA. I'm administrative staff for Osaic doing business as Old Dominion Asset Management, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 01/01/2016 ADDRESS: 301 Concourse Blvd, Ste. 140, Glen Allen VA 23059, United States DESCRIPTION: Paperwork and administrative duties 2) OLD DOMINION ASSET MGMT., INC. POSITION: Notary NATURE: Notary Public INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 301 Concourse Blvd, Ste. 140, Glen Allen VA 23059, United States DESCRIPTION: Notary public that I don't charge for.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-01 |
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