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1321 Jamestown Road, Suite 201, Williamsburg, VA 23185 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-03-19 |
Branch Locations
1321 Jamestown Road, Suite 201, Williamsburg, VA 23185 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joss Financial Group | Williamsburg | VA | 06/2019 | Present |
| Hampton Commonwealth Attorney | Hampton | VA | 02/2013 | 06/2019 |
| Joss Brown Wealth Advisors Group Llc | Williamsburg | VA | 02/2023 | Present |
Xcelling Champion, LLC. This is an online tutoring and coaching business. It is registered in Yorktown, VA. It is not investment-related. I am the only 100% owner and managing member of the business. I spend about 40 hours per month working ag this business. All my work activities are conducted outside of trading hours. The business started as a DBA in 2022 registered as an LLC in February 2023. I am a virtual tutor and coach for students sitting for the CFP(r) exam.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-14 |
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