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302 Lasalle Ave, Hampton, VA 23661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-08-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Engility Corporation | Chantilly | VA | 09/2010 | 12/2017 |
| Aflac | Virginia Beach | VA | 12/2017 | 04/2019 |
| Government Personnel Mutual Life Insurance Company | San Antonio | TX | 05/2019 | 09/2019 |
| Senior Life Insurance Company | Thomasville | GA | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-23 |
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