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582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-01-08 |
| TX | RA | APPROVED | 2024-10-09 |
Branch Locations
582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • United States
Saint Charles, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Air Force | Vandenberg | CA | 07/1996 | 07/2021 |
| Next Mission Financial Planning, Llc | Saint Charles | MO | 07/2021 | 01/2025 |
| Apforia | Virginia Beach | VA | 10/2024 | Present |
College Aid Pro not investment-related 10 Federal Street #410, Salem, MA, 01970 higher education consulting 1099 employee College Funding Expert began employment 8/2023 work less than 5 hours per month most hours are outside of securities trading hours choosing a college, cost analysis, college aid, applications, and appeals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-28 |
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