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955 West Main Street, Abingdon, VA 24210-2427 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-03 |
Branch Locations
955 West Main Street, Abingdon, VA 24210-2427 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concord Wealth Partners | Abingdon | VA | 06/2026 | Present |
| Edward Jones | St Louis | MO | 02/2019 | 04/2021 |
| Sts Training And Solutions | San Antonio | TX | 09/2018 | 01/2019 |
| Oak Ridge Institute For Science And Education | Oak Ridge | TN | 03/2018 | 09/2018 |
| Virginia Tech | Blacksburg | VA | 05/2017 | 04/2018 |
| Virginia Tech | Blacksburg | VA | 08/2015 | 05/2017 |
| Fidelity Investments | Covington | KY | 05/2021 | 05/2023 |
| Fidelity Investments | Johnson City | TN | 05/2023 | 05/2026 |
Independent Insurance Agent; not investment-related; started 05/2019; approximately <5 hours per month, <5 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-06 |
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