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910 East St Louis St, Springfield, MO 65806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-21 |
| NC | RA | APPROVED | 2025-04-02 |
Branch Locations
901 East Cary Street Suite 1000, Richmond, VA 23219 • United States
4161 Piedmont Parkway Suite 310, Greensboro, NC 27410 • United States
1410 Spring Hill Road Suite 500, Tysons, VA 22102 • United States
2501 Blue Ridge Road Suite 500, Raleigh, NC 27607 • United States
440 Monticello Avenue Suite 2050, Norfolk, VA 23510 • United States
910 East St Louis St, Springfield, MO 65806 • United States
4350 Congress Street Suite 900, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Charlotte | NC | 01/2020 | 01/2024 |
| Unemployed | Chester | VA | 08/2019 | 01/2020 |
| Mcadam | Tysons | VA | 01/2019 | 08/2019 |
| Virginia Tech | Blacksburg | VA | 08/2015 | 05/2019 |
| Tiaa | Charlotte | NC | 02/2024 | 03/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 02/2024 | 03/2025 |
| Forvis Mazars Wealth Advisors, Llc | Charlotte | NC | 03/2025 | Present |
(1) Name: SKYBLUE VA INC Position: Owner Nature: Convenience store and gas station Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 03/01/2022 Address: 4803 W Broad St, Richmond VA 23230, United States Description: None/silent partner (2) Name: Shree Stores VA Inc Position: Owner/Partner Nature: Convenience store and gas station Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 12/30/2020 Address: 8211 Hull Street Rd, North Chesterfield VA 23235, United States Description: Silent Partner (3) UBER EATS POSITION: Driver NATURE: Delivery driver (food) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Home Address, Charlotte NC 28217, United States DESCRIPTION: Delivery driver (4) DOORDASH POSITION: Driver NATURE: Delivery driver (food) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Home Address, Charlotte NC 28217, United States DESCRIPTION: Delivery driver
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-06 |
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