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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towe Insurance Service, Inc | Charlottesville | VA | 02/2020 | 09/2023 |
| Endeavor Capital, Llc | Richmond | VA | 08/2021 | 07/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2023 | Present |
| Milk & Honey Llc Dba Milk & Honey Luxuries | Midlothian | VA | 09/2013 | 08/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2023 | Present |
1. NAME OF OTHER BUSINESS: VIRGINIA ASSET MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL PLANNING FIRM; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, INSURANCE & ANNUITY SALES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2019; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-30 |
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