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1149 Vista Park Drive Unit D, Forest, VA 24551 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-15 |
| VA | RA | APPROVED | 2020-07-17 |
Branch Locations
1149 Vista Park Drive Unit D, Forest, VA 24551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Selective Wealth Management | Forest | VA | 04/2020 | Present |
| Birddog Group, Llc | Lynchburg | VA | 11/2018 | 03/2020 |
| Liberty University | Lynchburg | VA | 08/2015 | 12/2018 |
| Synopsys, Inc | Sterling | VA | 06/2018 | 08/2018 |
| Selective Wealth Management | Forest | VA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-01 |
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