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1213 Laskin Rd Suite 107, Virginia Beach, VA 23451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-09-13 |
| VA | RA | APPROVED | 2021-09-15 |
Branch Locations
1213 Laskin Rd Suite 107, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | North Chesterfield | VA | 06/2015 | 09/2021 |
| Peacelink Financial Advisors | Virginia Beach | VA | 05/2021 | Present |
| Peacelink Accounting, Llc | Virginia Beach | VA | 06/2024 | Present |
(1) Management Services International Incorporated (MSI); Business is not investment related; 1738 Sands Place SE #200 Marietta, GA 30067; This business manages 3 other industrial sales companies. These companies all manufacture, supply, and repair industrial sized pumps and valves directly to end users. Board member on the board of directors; Start date is October 1, 2021; 1 hour/month, and is not during trading hours; oversee the president of the company, approve any personnel changes, and approve of the budget proposed by the treasurer and president. (2) PeaceLink Accounting, LLC; non investment-related; located at Leland Gross's residential address; accounting firm; Member & Tax preparer; 06/2024; 10% or less of his time is spent on this activity; provides Bookkeeping, Payroll, and Tax Preparation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-23 |
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