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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-01 |
Branch Locations
3741 Westerre Pkwy Ste C, Richmond, VA 23233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Richmond | VA | 01/2024 | 09/2025 |
| Country Club Of Virginia | Richmond | VA | 07/2023 | 01/2024 |
| Krs Holdings | Richmond | VA | 03/2022 | 06/2023 |
| Joyner Fine Properties | Richmond | VA | 01/2021 | 03/2022 |
| Northwestern Mutual | Richmond | VA | 06/2019 | 08/2021 |
| N/A (Unemployed) | Richmond | VA | 01/2012 | 06/2019 |
| Bankers Life Securities, Inc | Richmond | VA | 03/2025 | 09/2025 |
| Bankers Life Advisor | Richmond | VA | 08/2025 | 09/2025 |
| Osaic | Richmond | VA | 09/2025 | Present |
1. HERMITAGE WEALTH MANAGEMENT POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2025 ADDRESS: 3761 Westerre Pkwy STE G, Richmond VA 23233, United States DESCRIPTION: I am an assistant to Financial Professionals of the Firm and assist them with their business. 2. CAPITOL FINANCIAL SOLUTIONS POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2025 ADDRESS: 8816 Six Forks Rd, Ste 301, Raleigh NC 27615, United States DESCRIPTION: I am an assistant to Financial Professionals of the Firm and assist them with their business. Capitol Financial Solutions is the entity that pays my salary. 3. STRATEGIC DESIGN GROUP POSITION: Insurance Agent NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/27/2025 ADDRESS: 3760 Reeds Landing Cir, Midlothian VA 23113, United States DESCRIPTION: Consulting clients on their Medicare needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
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