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Current Employers
Trustage Investment Management

5910 Mineral Point Rd, Madison, WI 53705 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-01-03
  • VA RA
    APPROVED
    Since 2024-01-03

Branch Locations

Charlottesville, VA • United States

5910 Mineral Point Rd, Madison, WI 53705 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2012 → 03/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 10/2022 → Present
    Cuna Mutual Group
    Waverly, IA
  • 10/2022 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 03/2021 → Present
    Darden School Of Business - University Of Virginia
    Charlottesville, VA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-18
S63 Uniform Securities Agent State Law Examination 2012-07-20
  • S65 Uniform Investment Adviser Law Examination
    2014-02-18
  • S63 Uniform Securities Agent State Law Examination
    2012-07-20
Other Names
  • Darrell I Pacheco

View on SEC IAPD

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