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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-12 |
| VA | RA | APPROVED | 2025-09-17 |
Branch Locations
200 Golden Oak Court Suite 160, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia National Bankshares Corp (Private Advisor Group / Lpl) | Charlottesville | VA | 05/2015 | 02/2022 |
| Masonry Capital Management, Llc | Charlottesville | VA | 05/2015 | 02/2022 |
| Dogwood Partners, Llc | Richmond | VA | 06/2022 | 12/2023 |
| Virginia Investment Advisory | Henrico | VA | 06/2024 | 08/2025 |
| Unemployed | Richmond | VA | 01/2024 | 03/2024 |
| Unemployed | Richmond | VA | 03/2022 | 03/2022 |
| Edward Jones | St. Louis | MO | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-14 |
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