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9 South 5Th Street, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
| VA | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Madison University | Harrisonburg | VA | 08/2016 | 12/2019 |
| House Budget Committee, U.S. House Of Representatives | District Of Columbia | DC | 05/2017 | 08/2017 |
| Valley Associates For Indpenedent Living | Harrisonburg | VA | 09/2017 | 05/2018 |
| Strada Education Network | District Of Columbia | DC | 05/2019 | 12/2019 |
| Ray Olson Family Financial Planning | Midlothian | VA | 01/2020 | 09/2025 |
| Kestra Investment Services, Llc | Richmond | VA | 01/2020 | 09/2025 |
| Kestra Advisory Services, Llc | Richmond | VA | 01/2020 | 09/2025 |
| Canal Capital Management, Llc | Richmond | VA | 12/2025 | Present |
Business Name: SMARTPATH FINANCIAL PRESENTER POS: Financial Presenter NOB: Consulting INV REL: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 03/04/2024 ADDRESS: 2451 Cumberland Pkwy SE, Suite 3608, Atlanta GA 30339 DESC: My role would be a 5-10 hour/week in the evenings working as a small group presenter to company employees. Smartpath will provide the the slides and educational materials and a couple nights a week I will meet with a group of 5-15 individuals and walk through the basics of personal finance and their company benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
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