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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-19 |
Branch Locations
140 Eastshore Dr Suite 105, Glen Allen, VA 23059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Richmond | VA | 06/2016 | 01/2017 |
| Foresters Financial Services | Glen Allen | VA | 01/2017 | 06/2019 |
| Lyft | Chesterfield | VA | 10/2017 | 12/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Glen Allen | VA | 08/2024 | Present |
1. SOFTWARE APPLICATION DEVELOPMENT, 100% OWNER, 8/HRS/WK 2. ORDAINED DEACON FOR UNION BRANCH BAPTIST CHURCH, 2-4/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-27 |
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