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1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-03-26 |
Branch Locations
1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marotta Wealth Management | Charlottesville | VA | 06/2021 | Present |
| Texas Roadhouse | Suffolk | VA | 05/2018 | 08/2018 |
| Virginia Tech Dining Services | Blacksburg | VA | 01/2018 | 04/2018 |
| Panda Express | Blacksburg | VA | 05/2019 | 08/2019 |
| Obsidian Planning Solutions | Rockville | MD | 06/2020 | 08/2020 |
| Axa Advisors | Blacksburg | VA | 02/2020 | 02/2020 |
| Virginia Tech | Blacksburg | VA | 09/2017 | 05/2021 |
| School | Newport News | VA | 09/2005 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-26 |
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