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477 Viking Drive Suite 305, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-01-06 |
Branch Locations
477 Viking Drive Suite 305, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport News | VA | 08/2018 | 01/2021 |
| Christopher Newport University | Newport News | VA | 08/2013 | 05/2017 |
| Dominos Pizza | Newport News | VA | 07/2017 | 06/2018 |
| Unemployed | Newport News | VA | 06/2018 | 08/2018 |
| Landlock Pest Control | Toano | VA | 05/2016 | 09/2016 |
| Bank Of America, N.A. | Newport News | VA | 09/2018 | 01/2021 |
| Financial Security Management, Inc. | Virginia Beach | VA | 01/2021 | Present |
| Covenant Classical Community School | Hampton | VA | 08/2024 | Present |
FINANCIAL SECURITY GROUP, INC.; INVESTMENT-RELATED: YES; ADDRESS: 477 VIKING DRIVE, STE 305, VIRGINIA BEACH VA 23452; NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE SALES, FINANCIAL ADVISORY SERVICES; POSITION: AGENT; START DATE: 1/1/2021; APPROX. HRS PER MO: 120; APRROX HRS DURING TRADING HRS: 120; DUTIES: PREPARE QUOTES AND APPLICATIONS FOR LIFE AND HEALTH INSURANCE, PREPARE FINANCIAL PLANS & PROVIDE ADVISORY SERVICES. LITERACY FOR LIFE; INVESTMENT-RELATED: NO; ADDRESS: 301 MONTICELLO AVE, WILLIAMSBURG, VA 23185; NATURE OF BUSINESS: EDUCATION; POSITION: TUTOR; START DATE: 8/01/2024; APPROX. HRS PER MO: 6; APRROX HRS DURING TRADING HRS: 0; DUTIES: TUTOR STUDENTS. COVENANT CLASSICAL COMMUNITY SCHOOL; INVESTMENT-RELATED: NO; ADDRESS: 805 TODDS LANE, HAMPTON, VA 23066; NATURE OF BUSINESS: EDUCATION; POSITION: TEACHER; START DATE: 8/15/2024; APPROX. HRS PER MO: 8; APRROX HRS DURING TRADING HRS: 4; DUTIES: TEACH PERSONAL FINANCE. VIRGINIA PENINSULA FOOD BANK; INVESTMENT-RELATED: NO; ADDRESS: 2401 ALUMINUM AVE., HAMPTON, VA 23661; NATURE OF BUSINESS: CHARITY; POSITION: CHAIR, INVESTMENT SUB-COMMITTEE; START DATE: 3/27/26; APPROX. HRS PER MO: 1; APPROX. HRS DURING TRADING HRS: 1; DUTIES: LEND FINANCIAL INSIGHTS/ASSIST IN THE MANAGEMENT OF INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-21 |
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