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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
11114 West Broad St, Glen Allen, VA 23060-5813 • United States
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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Richmond | VA | 07/2021 | 03/2023 |
| Tiaa | Richmond | VA | 07/2021 | 11/2024 |
| Unemployed | Dallas | TX | 05/2021 | 06/2021 |
| United States Census Bureau | Richmond | KY | 08/2020 | 10/2020 |
| Unemployed | Richmond | KY | 05/2020 | 08/2020 |
| Sams Club | Lexington | KY | 08/2019 | 02/2020 |
| Walmart | Paintsville | KY | 08/2019 | 02/2020 |
| Big Sandy Community And Technical College | Prestonsburg | KY | 08/2017 | 05/2020 |
| Eastern Kentucky University | Richmond | KY | 08/2019 | 05/2021 |
| Unemployed | West Van Lear | KY | 05/2017 | 08/2017 |
| Johnson Central Highschool | Paintsville | KY | 08/2013 | 05/2017 |
| Fidelity Investments | Glen Allen | VA | 12/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-17 |
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