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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-16 |
| FL | RA | APPROVED | 2024-05-14 |
| GA | RA | APPROVED | 2023-09-01 |
| MD | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
Branch Locations
1107 Heatherstone Drive, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bj'S Whole Sale | Fredericksburg | VA | 10/2010 | Present |
| Fsc Securities Corportion | Fredericksburg | VA | 03/2013 | Present |
| Osaic Wealth, Inc. | Fredericksburg | VA | 09/2023 | Present |
1. DOMINION EAGLE ADVISOR GROUP POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2010 ADDRESS: 1107 Heatherstone Dr, Fredericksburg VA 22407, United States DESCRIPTION: Life insurance sales and long term care insurance sales. I provide illustrations to our clients for each product and write all insurance applications. 2. JDB LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/12/2026 ADDRESS: 1107 Heatherstone Drive, Fredericksburg VA 22407, United States DESCRIPTION: Owner of the LLC. I have 1 employee. I pay some of her salary. There is no trading or discretionary authority under my LLC. I simply pay a part of my employees salary through my LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-18 |
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