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11449 Robious Road, Richmond, VA 23235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capitol Securities Management Inc. | Glen Allen | VA | 07/2016 | 01/2019 |
| Independent Financial Group | Richmond | VA | 06/2020 | Present |
| Envestnet Money Guide Pro | Richmond | VA | 01/2019 | 06/2020 |
| Cobblestone Asset Management | Richmond | VA | 07/2020 | Present |
(1) COBBLESTONE ASSET MANAGEMENT POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 07/01/2020 ADDRESS: 11449 Robious Road, Richmond, VA 23235, United States DESCRIPTION: Registered Assistant at DBA (2) SIGMA ALPHA EPSILON FRATERNITY POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: Richmond VA 23226, United States DESCRIPTION: Manage ongoing alumni database and active member relations. COBBLESTONE ASSET MANAGEMENT POSITION: Employee NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 07/01/2020 ADDRESS: 11449 Robious Road, Richmond, VA 23235 United States DESCRIPTION: Registered Assistant at DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-18 |
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