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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-04-09 |
Branch Locations
East Shore 1 100 Eastshore Drive, Suite 300, Glen Allen, VA 23059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Glen Allen | VA | 05/2019 | 10/2019 |
| Mutual Of Omaha Insurance Company | Glen Allen | VA | 05/2019 | 10/2019 |
| C.H. Robinson | Chesapeake | VA | 04/2018 | 05/2019 |
| Mellow Mushroom | Newport News | VA | 05/2017 | 04/2018 |
| James River Country Club | Newport News | VA | 01/2017 | 03/2017 |
| Bb&T Securities | Richmond | VA | 10/2019 | 03/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 10/2023 |
| Truist Advisor Services, Inc. | Richmond | VA | 02/2021 | 10/2023 |
| Mml Investors Services, Llc | Glen Allen | VA | 04/2024 | Present |
| Massmutual Life Insurance Company | Glen Allen | VA | 04/2024 | Present |
| Christopher Newport University | Newport News | VA | 08/2013 | 12/2017 |
| Unemployed | Richmond | VA | 11/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-03 |
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