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1802 Bayberry Court Suite 203, Richmond, VA 23226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-22 |
Branch Locations
1802 Bayberry Court Suite 203, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc. | Richmond | VA | 07/2021 | 06/2025 |
| Ejf Capital | Arlington | VA | 07/2017 | 07/2021 |
| Fannie Mae | Washington | DC | 08/2013 | 07/2017 |
| Kestra Advisory Services, Llc | Richmond | VA | 01/2022 | 06/2025 |
| Juno Financial Group Llc | Richmond | VA | 06/2025 | Present |
Business Name: COMMONWEALTH COMMUNITY TRUST BOARD OF DIRECTORS POSITION: Board Member NATURE: Legal/Attorney/Trustee/Executor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/10/2024 ADDRESS: PO Box 29408, Richmond VA 23242, United States DESCRIPTION: Will serve on finance committee which oversees the budget process and provides oversight of the third party investment manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-18 |
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