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Midlothian, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-05-19 |
Branch Locations
117 E Piccadilly St Suite A, Winchester, VA 22601 • United States
Midlothian, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Richmond | VA | 04/2008 | 02/2020 |
| Carlson Financial (Dba Of Carlson & Company Financial Services) | Richmond | VA | 02/2020 | 03/2023 |
| Grip Financial Solutions Llc | Midlothian | VA | 02/2023 | Present |
| Grip Financial Llc | Midlothian | VA | 11/2022 | Present |
| Grip Financial Llc | Midlothian | VA | 03/2023 | Present |
| New Life Church Powhatan | Powhatan | VA | 01/2025 | Present |
GRIP Financial Solutions LLC; investment related; Midlothian, VA; Insurance services and sales; Managing Member/Insurance Agent; started 02/2023; approx 32 hrs /month; 32 hours/month during trading hours; insurance agent. New Life Church Powhatan; not investment related; Powhatan, VA; Church; Treasurer; started 01/2025; 10 hr/mo; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-23 |
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