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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED | 2024-08-19 |
| VA | RA | APPROVED | 2024-08-19 |
Branch Locations
4510 Cox Road Suite 201, Glen Allen, VA 23060 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Millennium Advisory Services, Inc. | Glen Allen | VA | 02/2023 | 08/2024 |
| Unemployed | Fredericksburg | VA | 08/2022 | 02/2023 |
| Virginia Tech | Blacksburg | VA | 08/2020 | 12/2022 |
| Bouchard & Associates / Commonwealth Financial Network | Fredericksburg | VA | 05/2022 | 08/2022 |
| Cary Street Partners | Fredericksburg | VA | 05/2021 | 07/2021 |
| Target | Christiansburg | VA | 05/2019 | 06/2022 |
| Publix Supermarkets | Fredericksburg | VA | 03/2018 | 09/2018 |
| Germanna Community College | Fredericksburg | VA | 01/2018 | 12/2019 |
| Lee's Hill Golf Club | Fredericksburg | VA | 03/2015 | 08/2020 |
| Massaponax High School | Fredericksburg | VA | 08/2012 | 05/2017 |
| Rfg Advisory, Llc Dba Rva Wealth Management | Glen Allen | VA | 08/2024 | Present |
(1) RVA WEALTH MANAGEMENT; INVESTMENT-RELATED; 4510 COX ROAD, SUITE 201, GLEN ALLEN, VA 23060; DBA FOR ADVISORY BUSINESS; JUNIOR ADVISOR; START: 08/19/2024; 160 HOURS/MONTH DURING SECURITIES TRADING HOURS; ADVISING CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-25 |
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