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Winter Park, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-04-01 |
| FL | RA | APPROVED | 2023-03-29 |
Branch Locations
Winter Park, FL • United States
Richmond, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keiter Cpa | Glen Allen | VA | 02/2012 | 01/2022 |
| Sustainable Portfolio Solutions, Llc | Glen Allen | VA | 06/2015 | 05/2020 |
| Richmond Quantitative Advisors, Llc | Richmond | VA | 03/2022 | 12/2022 |
| Grammatical Capital, Llc | Richmond | VA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-28 |
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