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5910 Mineral Point Rd, Madison, WI 53705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-03 |
Branch Locations
Charlottesville, VA • United States
5910 Mineral Point Rd, Madison, WI 53705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2012 | 03/2021 |
| Cuna Mutual Group | Waverly | IA | 10/2022 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2022 | Present |
| Darden School Of Business - University Of Virginia | Charlottesville | VA | 03/2021 | Present |
SJ COFFEE POSITION: Manager NATURE: Coffee Shop INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 945 Preston Ave, Charlottesville VA 22903, United States DESCRIPTION: Manage the back office of the coffee shop.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-20 |
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