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1214 East Cary Street, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverfront Investment Group | Richmond | VA | 07/2018 | Present |
| Yates Construction | Jackson | MS | 06/2017 | 05/2018 |
| Millsaps College | Jackson | MS | 08/2014 | 05/2018 |
1. CFA Society of Virginia NextGen Board; Not Investment-Related; PO Box 31441 Richmond, VA 23294; Association of Investment Professionals; Board Member; 2-3 hours/month; 1 hours/month during trading hours.
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