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900 Main Street, Lynchburg, VA 24504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-28 |
| VA | RA | APPROVED | 2020-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montvue Capital Management | Lynchburg | VA | 09/2019 | 01/2023 |
| Liberty University Online | Lynchburg | VA | 01/2015 | 05/2017 |
| Prestige Consumer Healthcare | Lynchburg | VA | 07/2017 | 09/2019 |
| Montvue Capital Management | Lynchburg | VA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-28 |
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