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14805 Forest Road Suite 226, Forest, VA 24551 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-07-31 |
Branch Locations
14805 Forest Road Suite 226, Forest, VA 24551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Leadership | Forest | VA | 11/2013 | Present |
| Shamrock Construction Enterprises, Inc. | Forest | VA | 06/1994 | Present |
Shamrock Construction Enterprises, Inc. Not investment related; 801 Lake Vista Drive Forest, VA 24551; Residential Construction; Administrative and Office Manager; Start June 1994; 20-25 Hours/Month; 0 during trading hours; administrative tasks and office management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-31 |
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