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Richmond, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Richmond | VA | 05/2016 | 08/2022 |
| Carlson Financial | Glen Allen | VA | 08/2022 | 12/2023 |
| Genuine Wealth Solutions Llc | Richmond | VA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-22 |
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