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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
| VA | RA | APPROVED | 2026-05-15 |
Branch Locations
1 Park West Cir Ste 208, Midlothian, VA 23114 • United States
Richmond, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 06/2021 | 06/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 06/2021 | 06/2022 |
| Tiaa | Charlotte | NC | 06/2020 | 08/2020 |
| Virginia Tech | Blacksburg | VA | 08/2019 | 06/2020 |
| Sports Center Of Richmond | Richmond | VA | 06/2019 | 08/2019 |
| Virginia Tech | Blacksburg | VA | 08/2020 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 08/2022 | 05/2026 |
| James River High School | Midlothian | VA | 08/2013 | 08/2017 |
| Virginia Tech | Blacksburg | VA | 08/2017 | 06/2019 |
| Bank Of America, N.A. | Charlotte | NC | 08/2022 | 05/2026 |
| Ameriprise Financial Services Llc | Midlothian | VA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
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